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LEGACY FINANCIAL ADVISORS, INC.

Tel: 859-655-5225
117 East Fourth Street
Covington, Kentucky  41011

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LEGACY FINANCIAL ADVISORS, INC.

LEGACY FINANCIAL ADVISORS, INC. is a Covington, Kentucky based financial advisory firm with nearly $1,125,634,229 in assets under management and provides investment advisory services for 4401 clients. There are currently 17 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

158675

SEC#:

801-72637

No. of Clients:

4401

Assets under Management

$1,125,634,229

No. of Advisors:

17

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