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LEGACY INVESTMENT STRATEGIES, LLC
CRD 117423
3445 N CAUSEWAY BLVD, SUITE 905, METAIRIE, LA, 70002, United States
Phone
504-361-7788
Fax
504-361-8844
Registration
— (—)
Source
State registered
Total AUM
$111.4M
Discretionary AUM
$111.4M
Team
8 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $38.2M |
| High net worth individuals | 42 | $72.6M |
| Corporations/business entities | 1 | $610K |
All web addresses on file
Official SEC filing: View on IAPD