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LEGATRUST FINANCIAL ADVISORS, INC.

CRD 152749 · SEC 801-71003

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231 S BEMISTON AVE, SUITE 800, SAINT LOUIS, MO, 63105, United States

Phone

314-932-2185

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$25.1M

Discretionary AUM

$17.2M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals5$1.2M
High net worth individuals10$14.0M

All web addresses on file

Official SEC filing: View on IAPD