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LEGACY INVESTMENT PARTNERS, LLC
CRD 133014 · SEC 801-63567
6240 WEST 135TH STREET, SUITE 175, OVERLAND PARK, KS, 66223, United States
Phone
913-696-1550
Fax
913-696-1560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.1M
Discretionary AUM
$394.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $23.1M |
| High net worth individuals | 72 | $371.9M |
| Charitable organizations | 6 | $3.7M |
| Corporations/business entities | 1 | $4.5M |
States served
KS, NC, MO, WA, TX
All web addresses on file
Official SEC filing: View on IAPD