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THE LEGACY FINANCIAL GROUP, INC.

CRD 135059 · SEC 801-64293

Visit website

1425 E. 41ST PLACE, SUITE 100, TULSA, OK, 74105, United States

Phone

918-665-0826

Fax

918-933-4393

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$590.7M

Discretionary AUM

$584.4M

Team

9 total employees; 5 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals160$62.2M
High net worth individuals157$526.0M

States served

NE, OK, TX

All web addresses on file

Official SEC filing: View on IAPD