Overview
Assets Under Management: $317 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 76
Average Client Assets: $4 million
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