LEGACY FINANCIAL ADVISORS CORPORATION
CRD #115384 SEC #801-62026 BLOOMINGTON, MN 952-893-5555
SEC Registered
Total AUM
$285.6M
Discretionary
$281.4M
Employees
6
Clients
0
Accounts
903
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $285.6M | $281.4M | $4.2M | 6 | 0 |
| Feb 2025 | $285.6M | $281.4M | $4.2M | 6 | 0 |
| Feb 2024 | $257.2M | $253.2M | $4M | 6 | 0 |
| Feb 2023 | $225.3M | $221.9M | $3.4M | 6 | 0 |
| Mar 2022 | $260.2M | $256M | $4.2M | 5 | 0 |
| Mar 2021 | $238M | $234.1M | $3.9M | 5 | 0 |
| Jun 2020 | $202M | $199.4M | $2.6M | 5 | 20 |
| Mar 2020 | $202M | $199.4M | $2.6M | 5 | 20 |
| Mar 2020 | $168.8M | $165.5M | $3.3M | 5 | 20 |
| Mar 2019 | $168.8M | $165.5M | $3.3M | 5 | 20 |
| Mar 2018 | $182.8M | $179.2M | $3.6M | 2 | 7 |
| Nov 2017 | $190.7M | $182.4M | $8.3M | 2 | 0 |
| Mar 2017 | $190.7M | $182.4M | $8.3M | 2 | 200 |
| Feb 2017 | $190.7M | $182.4M | $8.3M | 2 | 200 |
| Jan 2017 | $190.7M | $182.4M | $8.3M | 2 | 200 |
| Feb 2016 | $179.1M | $172.4M | $6.8M | 2 | 200 |
| Mar 2015 | $184.5M | $177.5M | $7M | 2 | 200 |
| Mar 2014 | $169.8M | $158.7M | $11.1M | 2 | 200 |
| Feb 2014 | $169.8M | $158.7M | $11.1M | 2 | 200 |
| Mar 2013 | $145.5M | $141.6M | $3.9M | 2 | 200 |
| Mar 2012 | $123.6M | $121.6M | $2M | 1 | 200 |
| Mar 2011 | $124.2M | $122.1M | $2.1M | 5 | -- |
| Feb 2008 | $135.6M | $130.1M | $5.4M | 5 | -- |
| May 2007 | $121.5M | $116M | $5.5M | 5 | -- |
| Feb 2007 | $121.5M | $116M | $5.5M | 5 | -- |
| Sep 2005 | $100M | $90M | $10M | 10 | -- |
| May 2004 | $78.3M | $0 | $78.3M | 5 | -- |
DateApr 2025
Total AUM$285.6M
Discretionary$281.4M
Non-Disc.$4.2M
Employees6
Clients0
DateFeb 2025
Total AUM$285.6M
Discretionary$281.4M
Non-Disc.$4.2M
Employees6
Clients0
DateFeb 2024
Total AUM$257.2M
Discretionary$253.2M
Non-Disc.$4M
Employees6
Clients0
DateFeb 2023
Total AUM$225.3M
Discretionary$221.9M
Non-Disc.$3.4M
Employees6
Clients0
DateMar 2022
Total AUM$260.2M
Discretionary$256M
Non-Disc.$4.2M
Employees5
Clients0
DateMar 2021
Total AUM$238M
Discretionary$234.1M
Non-Disc.$3.9M
Employees5
Clients0
DateJun 2020
Total AUM$202M
Discretionary$199.4M
Non-Disc.$2.6M
Employees5
Clients20
DateMar 2020
Total AUM$202M
Discretionary$199.4M
Non-Disc.$2.6M
Employees5
Clients20
DateMar 2020
Total AUM$168.8M
Discretionary$165.5M
Non-Disc.$3.3M
Employees5
Clients20
DateMar 2019
Total AUM$168.8M
Discretionary$165.5M
Non-Disc.$3.3M
Employees5
Clients20
DateMar 2018
Total AUM$182.8M
Discretionary$179.2M
Non-Disc.$3.6M
Employees2
Clients7
DateNov 2017
Total AUM$190.7M
Discretionary$182.4M
Non-Disc.$8.3M
Employees2
Clients0
DateMar 2017
Total AUM$190.7M
Discretionary$182.4M
Non-Disc.$8.3M
Employees2
Clients200
DateFeb 2017
Total AUM$190.7M
Discretionary$182.4M
Non-Disc.$8.3M
Employees2
Clients200
DateJan 2017
Total AUM$190.7M
Discretionary$182.4M
Non-Disc.$8.3M
Employees2
Clients200
DateFeb 2016
Total AUM$179.1M
Discretionary$172.4M
Non-Disc.$6.8M
Employees2
Clients200
DateMar 2015
Total AUM$184.5M
Discretionary$177.5M
Non-Disc.$7M
Employees2
Clients200
DateMar 2014
Total AUM$169.8M
Discretionary$158.7M
Non-Disc.$11.1M
Employees2
Clients200
DateFeb 2014
Total AUM$169.8M
Discretionary$158.7M
Non-Disc.$11.1M
Employees2
Clients200
DateMar 2013
Total AUM$145.5M
Discretionary$141.6M
Non-Disc.$3.9M
Employees2
Clients200
DateMar 2012
Total AUM$123.6M
Discretionary$121.6M
Non-Disc.$2M
Employees1
Clients200
DateMar 2011
Total AUM$124.2M
Discretionary$122.1M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2008
Total AUM$135.6M
Discretionary$130.1M
Non-Disc.$5.4M
Employees5
Clients--
DateMay 2007
Total AUM$121.5M
Discretionary$116M
Non-Disc.$5.5M
Employees5
Clients--
DateFeb 2007
Total AUM$121.5M
Discretionary$116M
Non-Disc.$5.5M
Employees5
Clients--
DateSep 2005
Total AUM$100M
Discretionary$90M
Non-Disc.$10M
Employees10
Clients--
DateMay 2004
Total AUM$78.3M
Discretionary$0
Non-Disc.$78.3M
Employees5
Clients--