Legacy Financial Strategies is an investment advisor in Leawood with $527.43 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431889313
SEC advisor number
801-107930
FINRA CRD number
283553
AUM ?
$645.63 mm
(as of 3 Jun 24)
Accounts
1,921
(as of 3 Jun 24)
Employees
14
(12 investment advisory or research)
Address
Legacy Financial Strategies
11300 TOMAHAWK CREEK PARKWAY, SUITE 190
LEAWOOD
KS 66211
11300 TOMAHAWK CREEK PARKWAY, SUITE 190
LEAWOOD
KS 66211
Phone
9134030600
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
10 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22