Overview
Assets Under Management: $317 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 76
Average Client Assets: $4 million
Frequently Asked Questions
LEGACY INVESTMENT PARTNERS, LLC 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 #133014), LEGACY INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
LEGACY INVESTMENT PARTNERS, LLC is headquartered in OVERLAND PARK, KS.
LEGACY INVESTMENT PARTNERS, LLC serves 76 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, LEGACY INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LEGACY INVESTMENT PARTNERS, LLC manages $317 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, LEGACY INVESTMENT PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.16
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 374
Discretionary Accounts: 317
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 133014
Last Filing Date: 2025-01-31 00:00:00
Website: https://legacyip.com