← Back to searchVisit website
LEGACY GROUP
EVANS, MICHAEL WAYNE
CRD 134797
909 EAST SE LOOP 323 SUITE 210, TYLER, TX, 75701, United States
Phone
903-534-4900
Fax
903-939-8167
Registration
— (—)
Source
State registered
Total AUM
$89.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Sole Proprietorship
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $48.1M |
| High net worth individuals | 29 | $41.2M |
All web addresses on file
Official SEC filing: View on IAPD