Investment adviser · CRD 115944

FINANCIAL LEGACY ASSOCIATES

Investment adviser filing (IA)

FINANCIAL LEGACY ASSOCIATES, LLC

CHESTERFIELD, MO, United States · Form ADV filed Jun 26, 2012

Regulatory AUM
$32.8M
Form ADV · Item 5.F
Client accounts
297
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

16020 SWINGLEY RIDGE ROAD, SUITE 100
CHESTERFIELD, MO, 63017, United States

CRD 115944

Filing source

Form ADV 655751 · Jun 26, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.