Legacy Financial Group
Legacy Financial Group is an SEC-registered mass-market adviser with $75.4M assets under management (AUM, regulatory AUM), -23% over one year. See who owns Legacy Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115901, data through 2020-05-26.
- AUM (assets under management / regulatory AUM)
- $75.4M (2020-05-26)
- Firm type
- Mass-Market Adviser
- Employees
- 160
- Clients
- 189
- CRD
- 115901
- Ownership
- DAY, RAY; TANAKA, DONALD, ETSUO; TANAKA, MELANIE, CAROL
How much AUM does Legacy Financial Group have?
Legacy Financial Group reported $75.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2020-05-26).
Who owns Legacy Financial Group?
Disclosed owners and executives of Legacy Financial Group include DAY, RAY, TANAKA, DONALD, ETSUO, TANAKA, MELANIE, CAROL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.