FINANCIAL LEGACY ASSOCIATES, LLC
Legal name: FINANCIAL LEGACY ASSOCIATES
CRD #115944 SEC #801-68836 CHESTERFIELD, MO 636-777-4200
SEC Registered Disclosures
Total AUM
$32.8M
Discretionary
$6.3M
Employees
11
Clients
11
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $32.8M | $6.3M | $26.5M | 11 | 200 |
| Jun 2012 | $32.8M | $6.3M | $26.5M | 11 | 200 |
| Jun 2012 | $32.8M | $6.3M | $26.5M | 11 | 200 |
| Mar 2012 | $32.8M | $6.3M | $26.5M | 11 | 200 |
| Mar 2010 | $43.4M | $23.3M | $20.1M | -- | -- |
| Mar 2009 | $46.3M | $22.8M | $23.5M | -- | -- |
| Mar 2009 | $46.3M | $22.8M | $23.5M | -- | -- |
| Jan 2008 | $39.1M | $3.1M | $36M | 10 | -- |
DateJun 2012
Total AUM$32.8M
Discretionary$6.3M
Non-Disc.$26.5M
Employees11
Clients200
DateJun 2012
Total AUM$32.8M
Discretionary$6.3M
Non-Disc.$26.5M
Employees11
Clients200
DateJun 2012
Total AUM$32.8M
Discretionary$6.3M
Non-Disc.$26.5M
Employees11
Clients200
DateMar 2012
Total AUM$32.8M
Discretionary$6.3M
Non-Disc.$26.5M
Employees11
Clients200
DateMar 2010
Total AUM$43.4M
Discretionary$23.3M
Non-Disc.$20.1M
Employees--
Clients--
DateMar 2009
Total AUM$46.3M
Discretionary$22.8M
Non-Disc.$23.5M
Employees--
Clients--
DateMar 2009
Total AUM$46.3M
Discretionary$22.8M
Non-Disc.$23.5M
Employees--
Clients--
DateJan 2008
Total AUM$39.1M
Discretionary$3.1M
Non-Disc.$36M
Employees10
Clients--