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LEGACY FINANCIAL DESIGNS
LEGACY FINANCIAL DESIGNS, LLC
CRD 314338
9002 SIX PINES DRIVE, THE WOODLANDS, TX, 77380, United States
Phone
832-510-0175
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.0M
Discretionary AUM
$29.8M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $19.5M |
| High net worth individuals | 7 | $11.6M |
All web addresses on file
Official SEC filing: View on IAPD