LEGACY ADVISORY GROUP, LLC
CRD #285596 SEC #801-108524 OVERLAND PARK, KS 913-825-5225
SEC Registered
Total AUM
$34.8M
Discretionary
$11.1M
Employees
4
Clients
1
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2019 | $34.8M | $11.1M | $23.7M | 4 | 0 |
| Jul 2018 | $49M | $47M | $2M | 4 | 0 |
| Jun 2018 | $49M | $47M | $2M | 4 | 0 |
| Apr 2017 | $101M | $25M | $76M | 4 | 26 |
| Oct 2016 | $103M | $27M | $76M | 4 | 26 |
DateJul 2019
Total AUM$34.8M
Discretionary$11.1M
Non-Disc.$23.7M
Employees4
Clients0
DateJul 2018
Total AUM$49M
Discretionary$47M
Non-Disc.$2M
Employees4
Clients0
DateJun 2018
Total AUM$49M
Discretionary$47M
Non-Disc.$2M
Employees4
Clients0
DateApr 2017
Total AUM$101M
Discretionary$25M
Non-Disc.$76M
Employees4
Clients26
DateOct 2016
Total AUM$103M
Discretionary$27M
Non-Disc.$76M
Employees4
Clients26