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LEGACY FINANCIAL GROUP

Tel: 515-255-3306
6000 Grand Avenue
Suite B
Des Moines, Iowa  50312

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LEGACY FINANCIAL GROUP

LEGACY FINANCIAL GROUP is a Des Moines, Iowa based financial advisory firm with nearly $840,400,934 in assets under management and provides investment advisory services for 3763 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Other (FINANCIAL EDUCATION PROGRAM FEE

Firm CRD#:

154927

SEC#:

801-79803

No. of Clients:

3763

Assets under Management

$840,400,934

No. of Advisors:

18

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