Investment adviser · CRD 149507

LEGACY FINANCIAL STRATEGIES, LLC

Investment adviser filing (IA)

OVERLAND PARK, KS, United States · Form ADV filed Jun 8, 2016

Regulatory AUM
$162M
Form ADV · Item 5.F
Client accounts
1,159
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
9
Investment advisory functions

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 8, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4060 INDIAN CREEK PARKWAY
OVERLAND PARK, KS, 66207, United States

CRD 149507

Filing source

Form ADV 1006718 · Jun 8, 2016 · 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.