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LEGACY FINANCIAL ADVISORS

LEGACY FINANCIAL ADVISORS II, LLC

CRD 309156 · SEC 801-134038

Visit website

GA, United States

Phone

912-634-8338

Fax

912-638-3472

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$139.2M

Discretionary AUM

$94.6M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals157$90.4M
High net worth individuals59$48.8M

States served

GA, TX

All web addresses on file

Official SEC filing: View on IAPD