LEGACY FINANCIAL STRATEGIES, LLC
CRD #149507 SEC #801-100471 OVERLAND PARK, KS 913-403-0600
SEC Registered
Total AUM
$162M
Discretionary
$133.2M
Employees
11
Clients
101
Accounts
1,159
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2016 | $162M | $133.2M | $28.9M | 12 | 400 |
| Mar 2016 | $162M | $133.2M | $28.9M | 11 | 400 |
| Feb 2016 | $113.4M | $94.5M | $18.9M | 11 | 300 |
| Jan 2016 | $113.4M | $94.5M | $18.9M | 10 | 300 |
| Oct 2015 | $113.4M | $94.5M | $18.9M | 10 | 300 |
| Aug 2015 | $113.4M | $94.5M | $18.9M | 10 | 300 |
| Jun 2015 | $113.4M | $94.5M | $18.9M | 10 | 300 |
| Jun 2012 | $75.9M | $57.7M | $18.2M | 1 | 150 |
| Jun 2012 | $75.9M | $57.7M | $18.2M | 1 | 150 |
| Jun 2012 | $75.9M | $57.7M | $18.2M | 1 | 150 |
| Jun 2012 | $75.9M | $57.7M | $18.2M | 1 | 150 |
| Mar 2012 | $74.5M | $15M | $59.5M | 1 | 150 |
| May 2011 | $55.6M | $0 | $55.6M | 5 | -- |
| Mar 2011 | $55.6M | $0 | $55.6M | 5 | -- |
| Jan 2010 | $44.5M | $0 | $44.5M | 10 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateJun 2016
Total AUM$162M
Discretionary$133.2M
Non-Disc.$28.9M
Employees12
Clients400
DateMar 2016
Total AUM$162M
Discretionary$133.2M
Non-Disc.$28.9M
Employees11
Clients400
DateFeb 2016
Total AUM$113.4M
Discretionary$94.5M
Non-Disc.$18.9M
Employees11
Clients300
DateJan 2016
Total AUM$113.4M
Discretionary$94.5M
Non-Disc.$18.9M
Employees10
Clients300
DateOct 2015
Total AUM$113.4M
Discretionary$94.5M
Non-Disc.$18.9M
Employees10
Clients300
DateAug 2015
Total AUM$113.4M
Discretionary$94.5M
Non-Disc.$18.9M
Employees10
Clients300
DateJun 2015
Total AUM$113.4M
Discretionary$94.5M
Non-Disc.$18.9M
Employees10
Clients300
DateJun 2012
Total AUM$75.9M
Discretionary$57.7M
Non-Disc.$18.2M
Employees1
Clients150
DateJun 2012
Total AUM$75.9M
Discretionary$57.7M
Non-Disc.$18.2M
Employees1
Clients150
DateJun 2012
Total AUM$75.9M
Discretionary$57.7M
Non-Disc.$18.2M
Employees1
Clients150
DateJun 2012
Total AUM$75.9M
Discretionary$57.7M
Non-Disc.$18.2M
Employees1
Clients150
DateMar 2012
Total AUM$74.5M
Discretionary$15M
Non-Disc.$59.5M
Employees1
Clients150
DateMay 2011
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateMar 2011
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateJan 2010
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees10
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--