LEGACY INVESTMENT PARTNERS, LLC
CRD #133014 SEC #801-63567 OVERLAND PARK, KS 913-696-1550
SEC Registered
Total AUM
$317.2M
Discretionary
$307.4M
Employees
4
Clients
10
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $317.2M | $307.4M | $9.9M | 4 | 0 |
| Feb 2024 | $276.6M | $267.7M | $8.8M | 4 | 0 |
| Jan 2023 | $232.6M | $224.8M | $7.8M | 3 | 0 |
| Jun 2022 | $194.6M | $186M | $8.6M | 3 | 0 |
| Mar 2022 | $194.6M | $186M | $8.6M | 3 | 0 |
| Mar 2021 | $184.9M | $171.2M | $13.7M | 4 | 0 |
| Jun 2020 | $149.7M | $122.2M | $27.5M | 4 | 0 |
| Jan 2020 | $149.7M | $122.2M | $27.5M | 4 | 0 |
| Mar 2019 | $104.1M | $82.4M | $21.7M | 4 | 0 |
| Mar 2018 | $108.6M | $95M | $13.6M | 5 | 0 |
| Mar 2017 | $94.7M | $82.5M | $12.2M | 5 | 200 |
| Jun 2016 | $93.1M | $79.8M | $13.3M | 4 | 200 |
| Mar 2016 | $78.7M | $64.8M | $13.9M | 4 | 200 |
| Jan 2016 | $134.1M | $110.5M | $23.6M | 4 | 200 |
| Mar 2015 | $134.1M | $110.5M | $23.6M | 4 | 200 |
| Mar 2014 | $124.4M | $97.6M | $26.8M | 4 | 200 |
| Mar 2013 | $130M | $102.8M | $27.2M | 4 | 200 |
| Apr 2012 | $129.3M | $96M | $33.3M | 1 | 200 |
| Mar 2012 | $129.3M | $96M | $33.3M | 1 | 200 |
| Mar 2011 | $122M | $88.7M | $33.3M | 5 | -- |
| Aug 2010 | $103.5M | $64.9M | $38.7M | 5 | -- |
| Mar 2009 | $83.5M | $53.7M | $29.8M | 5 | -- |
| Mar 2007 | $46.9M | $5.4M | $41.6M | 5 | -- |
| Dec 2006 | $39M | $986.4K | $38M | 5 | -- |
| Nov 2005 | $25.2M | $0 | $25.2M | 5 | -- |
| Feb 2005 | $25.2M | $0 | $25.2M | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$317.2M
Discretionary$307.4M
Non-Disc.$9.9M
Employees4
Clients0
DateFeb 2024
Total AUM$276.6M
Discretionary$267.7M
Non-Disc.$8.8M
Employees4
Clients0
DateJan 2023
Total AUM$232.6M
Discretionary$224.8M
Non-Disc.$7.8M
Employees3
Clients0
DateJun 2022
Total AUM$194.6M
Discretionary$186M
Non-Disc.$8.6M
Employees3
Clients0
DateMar 2022
Total AUM$194.6M
Discretionary$186M
Non-Disc.$8.6M
Employees3
Clients0
DateMar 2021
Total AUM$184.9M
Discretionary$171.2M
Non-Disc.$13.7M
Employees4
Clients0
DateJun 2020
Total AUM$149.7M
Discretionary$122.2M
Non-Disc.$27.5M
Employees4
Clients0
DateJan 2020
Total AUM$149.7M
Discretionary$122.2M
Non-Disc.$27.5M
Employees4
Clients0
DateMar 2019
Total AUM$104.1M
Discretionary$82.4M
Non-Disc.$21.7M
Employees4
Clients0
DateMar 2018
Total AUM$108.6M
Discretionary$95M
Non-Disc.$13.6M
Employees5
Clients0
DateMar 2017
Total AUM$94.7M
Discretionary$82.5M
Non-Disc.$12.2M
Employees5
Clients200
DateJun 2016
Total AUM$93.1M
Discretionary$79.8M
Non-Disc.$13.3M
Employees4
Clients200
DateMar 2016
Total AUM$78.7M
Discretionary$64.8M
Non-Disc.$13.9M
Employees4
Clients200
DateJan 2016
Total AUM$134.1M
Discretionary$110.5M
Non-Disc.$23.6M
Employees4
Clients200
DateMar 2015
Total AUM$134.1M
Discretionary$110.5M
Non-Disc.$23.6M
Employees4
Clients200
DateMar 2014
Total AUM$124.4M
Discretionary$97.6M
Non-Disc.$26.8M
Employees4
Clients200
DateMar 2013
Total AUM$130M
Discretionary$102.8M
Non-Disc.$27.2M
Employees4
Clients200
DateApr 2012
Total AUM$129.3M
Discretionary$96M
Non-Disc.$33.3M
Employees1
Clients200
DateMar 2012
Total AUM$129.3M
Discretionary$96M
Non-Disc.$33.3M
Employees1
Clients200
DateMar 2011
Total AUM$122M
Discretionary$88.7M
Non-Disc.$33.3M
Employees5
Clients--
DateAug 2010
Total AUM$103.5M
Discretionary$64.9M
Non-Disc.$38.7M
Employees5
Clients--
DateMar 2009
Total AUM$83.5M
Discretionary$53.7M
Non-Disc.$29.8M
Employees5
Clients--
DateMar 2007
Total AUM$46.9M
Discretionary$5.4M
Non-Disc.$41.6M
Employees5
Clients--
DateDec 2006
Total AUM$39M
Discretionary$986.4K
Non-Disc.$38M
Employees5
Clients--
DateNov 2005
Total AUM$25.2M
Discretionary$0
Non-Disc.$25.2M
Employees5
Clients--
DateFeb 2005
Total AUM$25.2M
Discretionary$0
Non-Disc.$25.2M
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--