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LEGACY ADVISORY LIMITED COMPANY
CRD 300802
10561 BARKLEY, SUITE 610, OVERLAND PARK, KS, 66212, United States
Phone
913-825-5225
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$101.9M
Discretionary AUM
$90.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $32.9M |
| High net worth individuals | 21 | $68.6M |
| Charitable organizations | 2 | $424K |
All web addresses on file
Official SEC filing: View on IAPD