Overview
Assets Under Management: $286 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
LEGACY FINANCIAL ADVISORS CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115384), LEGACY FINANCIAL ADVISORS CORPORATION is subject to fiduciary duty under federal law.
LEGACY FINANCIAL ADVISORS CORPORATION is headquartered in BLOOMINGTON, MN.
LEGACY FINANCIAL ADVISORS CORPORATION serves 82 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, LEGACY FINANCIAL ADVISORS CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
LEGACY FINANCIAL ADVISORS CORPORATION manages $286 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, LEGACY FINANCIAL ADVISORS CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 903
Discretionary Accounts: 889
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 115384
Last Filing Date: 2025-02-20 00:00:00
Website: https://lfamn.com