LEGACY CAPITAL PARTNERS, INC.
CRD #105735 SEC #801-8846 MILWAUKEE, WI 414-271-1664
SEC Registered
Total AUM
$493.6M
Discretionary
$491M
Employees
6
Clients
0
Accounts
192
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $493.6M | $491M | $2.6M | 6 | 0 |
| Feb 2022 | $493.6M | $491M | $2.6M | 6 | 0 |
| Jul 2021 | $454.5M | $454.2M | $308.1K | 6 | 0 |
| Mar 2021 | $454.5M | $454.2M | $308.1K | 6 | 0 |
| Jun 2020 | $407.4M | $407.1M | $306.5K | 7 | 0 |
| Mar 2020 | $407.4M | $407.1M | $306.5K | 7 | 0 |
| Mar 2019 | $352.3M | $351M | $1.4M | 7 | 0 |
| Dec 2018 | $341.1M | $340M | $1.1M | 7 | 0 |
| Apr 2018 | $341.1M | $340M | $1.1M | 7 | 0 |
| Mar 2018 | $341.1M | $340M | $1.1M | 7 | 0 |
| Mar 2017 | $285.4M | $284.4M | $1M | 5 | 200 |
| Mar 2016 | $287.2M | $282.9M | $4.3M | 5 | 200 |
| Mar 2015 | $271.2M | $266.7M | $4.5M | 5 | 200 |
| Mar 2014 | $260.5M | $255.7M | $4.9M | 5 | 200 |
| Mar 2014 | $260.5M | $255.7M | $4.9M | 5 | 200 |
| Mar 2013 | $227.1M | $222.7M | $4.4M | 5 | 200 |
| Dec 2012 | $217M | $213M | $4M | 5 | 150 |
| Nov 2012 | $217M | $213M | $4M | 5 | 150 |
| Aug 2012 | $217M | $213M | $4M | 1 | 150 |
| Mar 2012 | $217M | $213M | $4M | 1 | 150 |
| Mar 2012 | $217M | $213M | $4M | 1 | 150 |
| Apr 2011 | $214.9M | $210.7M | $4.3M | 5 | -- |
| Mar 2011 | $214.9M | $210.7M | $4.3M | 5 | -- |
| Mar 2008 | $164.8M | $159.6M | $5.2M | 5 | -- |
| Mar 2007 | $169.5M | $164.5M | $5M | 5 | -- |
| Mar 2006 | $153.4M | $148.6M | $4.7M | 5 | -- |
| Aug 2004 | $137.9M | $133.4M | $4.4M | 5 | -- |
| Mar 2004 | $137.9M | $133.4M | $4.4M | 5 | -- |
DateFeb 2022
Total AUM$493.6M
Discretionary$491M
Non-Disc.$2.6M
Employees6
Clients0
DateFeb 2022
Total AUM$493.6M
Discretionary$491M
Non-Disc.$2.6M
Employees6
Clients0
DateJul 2021
Total AUM$454.5M
Discretionary$454.2M
Non-Disc.$308.1K
Employees6
Clients0
DateMar 2021
Total AUM$454.5M
Discretionary$454.2M
Non-Disc.$308.1K
Employees6
Clients0
DateJun 2020
Total AUM$407.4M
Discretionary$407.1M
Non-Disc.$306.5K
Employees7
Clients0
DateMar 2020
Total AUM$407.4M
Discretionary$407.1M
Non-Disc.$306.5K
Employees7
Clients0
DateMar 2019
Total AUM$352.3M
Discretionary$351M
Non-Disc.$1.4M
Employees7
Clients0
DateDec 2018
Total AUM$341.1M
Discretionary$340M
Non-Disc.$1.1M
Employees7
Clients0
DateApr 2018
Total AUM$341.1M
Discretionary$340M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2018
Total AUM$341.1M
Discretionary$340M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2017
Total AUM$285.4M
Discretionary$284.4M
Non-Disc.$1M
Employees5
Clients200
DateMar 2016
Total AUM$287.2M
Discretionary$282.9M
Non-Disc.$4.3M
Employees5
Clients200
DateMar 2015
Total AUM$271.2M
Discretionary$266.7M
Non-Disc.$4.5M
Employees5
Clients200
DateMar 2014
Total AUM$260.5M
Discretionary$255.7M
Non-Disc.$4.9M
Employees5
Clients200
DateMar 2014
Total AUM$260.5M
Discretionary$255.7M
Non-Disc.$4.9M
Employees5
Clients200
DateMar 2013
Total AUM$227.1M
Discretionary$222.7M
Non-Disc.$4.4M
Employees5
Clients200
DateDec 2012
Total AUM$217M
Discretionary$213M
Non-Disc.$4M
Employees5
Clients150
DateNov 2012
Total AUM$217M
Discretionary$213M
Non-Disc.$4M
Employees5
Clients150
DateAug 2012
Total AUM$217M
Discretionary$213M
Non-Disc.$4M
Employees1
Clients150
DateMar 2012
Total AUM$217M
Discretionary$213M
Non-Disc.$4M
Employees1
Clients150
DateMar 2012
Total AUM$217M
Discretionary$213M
Non-Disc.$4M
Employees1
Clients150
DateApr 2011
Total AUM$214.9M
Discretionary$210.7M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2011
Total AUM$214.9M
Discretionary$210.7M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2008
Total AUM$164.8M
Discretionary$159.6M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2007
Total AUM$169.5M
Discretionary$164.5M
Non-Disc.$5M
Employees5
Clients--
DateMar 2006
Total AUM$153.4M
Discretionary$148.6M
Non-Disc.$4.7M
Employees5
Clients--
DateAug 2004
Total AUM$137.9M
Discretionary$133.4M
Non-Disc.$4.4M
Employees5
Clients--
DateMar 2004
Total AUM$137.9M
Discretionary$133.4M
Non-Disc.$4.4M
Employees5
Clients--