Legacy Financial Advisors is an investment advisor in Covington with $914.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204972254
SEC advisor number
801-62026
FINRA CRD number
115384
AUM ?
$260.21 mm
(as of 11 Mar 22)
Accounts
804
(as of 11 Mar 22)
Employees
5
(2 investment advisory or research)
Address
Legacy Financial Advisors
117 EAST FOURTH STREET
COVINGTON
KY 41011
117 EAST FOURTH STREET
COVINGTON
KY 41011
Phone
859-655-3865
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
9 Nov 20
13F-HR
Quarterly holdings report by institutional manager
7 Aug 20