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LEGACY FINANCIAL ADVISORS
LEGACY FINANCIAL ADVISORS, LLC
CRD 335357
100 WEST ROAD, SUITE 300, TOWSON, MD, 21204, United States
Phone
(410) 280-7202
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.7M
Discretionary AUM
$16.7M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $997K |
| High net worth individuals | 7 | $9.1M |
| Corporations/business entities | 2 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD