LEGACY ADVISORY GROUP LLC
Legal name: LEGACY ADVISORY GROUP
CRD #141329 SEC #801-67177 OVERLAND PARK, KS 913-825-5225
SEC Registered Private Funds
Total AUM
$103M
Discretionary
$27M
Employees
4
Clients
26
Accounts
467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2016 | $103M | $27M | $76M | 4 | 26 |
| Mar 2015 | $105M | $0 | $105M | 2 | 26 |
| Nov 2014 | $110M | $70M | $40M | 2 | 26 |
| Nov 2014 | $110M | $70M | $40M | 2 | 26 |
| Mar 2014 | $110M | $70M | $40M | 2 | 26 |
| Mar 2013 | $115M | $65M | $50M | 1 | 26 |
| Mar 2012 | $105M | $60M | $45M | 1 | 26 |
| Apr 2009 | $44M | $0 | $44M | 5 | -- |
| Jan 2008 | $45.5M | $0 | $45.5M | 5 | -- |
| Feb 2007 | $41.4M | $0 | $41.4M | 5 | -- |
| Feb 2007 | $25.6M | $0 | $25.6M | 5 | -- |
| Feb 2007 | $25.6M | $0 | $25.6M | 5 | -- |
| Jan 2007 | $25.6M | $0 | $25.6M | 5 | -- |
DateOct 2016
Total AUM$103M
Discretionary$27M
Non-Disc.$76M
Employees4
Clients26
DateMar 2015
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees2
Clients26
DateNov 2014
Total AUM$110M
Discretionary$70M
Non-Disc.$40M
Employees2
Clients26
DateNov 2014
Total AUM$110M
Discretionary$70M
Non-Disc.$40M
Employees2
Clients26
DateMar 2014
Total AUM$110M
Discretionary$70M
Non-Disc.$40M
Employees2
Clients26
DateMar 2013
Total AUM$115M
Discretionary$65M
Non-Disc.$50M
Employees1
Clients26
DateMar 2012
Total AUM$105M
Discretionary$60M
Non-Disc.$45M
Employees1
Clients26
DateApr 2009
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateJan 2008
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees5
Clients--
DateFeb 2007
Total AUM$41.4M
Discretionary$0
Non-Disc.$41.4M
Employees5
Clients--
DateFeb 2007
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees5
Clients--
DateFeb 2007
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees5
Clients--
DateJan 2007
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees5
Clients--