Overview
Assets Under Management: $514 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 131
Average Client Assets: $3 million
Frequently Asked Questions
THE LEGACY FINANCIAL GROUP, INC. 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 #135059), THE LEGACY FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
THE LEGACY FINANCIAL GROUP, INC. is headquartered in TULSA, OK.
THE LEGACY FINANCIAL GROUP, INC. serves 131 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, THE LEGACY FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
THE LEGACY FINANCIAL GROUP, INC. manages $514 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, THE LEGACY FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,608
Discretionary Accounts: 1,592
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 135059
Last Filing Date: 2025-02-21 00:00:00
Website: https://gscomplianceconsulting.com