Legacy Financial Advisors Corporation Review

Trust Score 80%
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Last updated: August 6th, 2019. Data source: SEC filings.

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Legacy Financial Advisors Corporation, federally registered in 2003, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 2 advisors. Legacy Financial Advisors Corporation manages $168.8 million and provides investment advisory services for 196 clients (1:98 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $861,241
Hybrid Advisor No
Disciplinary History No
Total AUM $168.8 million
Advisor / Client Ratio 1:98
Headquarters Bloomington, MN
SEC Filings Forms and Brochures    (CRD # 115384)
State(s) Registered FL, MN, TX, WI

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