THE LEGACY FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$590,734,523
Discretionary
$584,363,372
Non-discretionary
$6,371,151
Firm details
- CRD number
- 135059
- SEC file number
- 801-64293
- Main office
- TULSA, OK, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.LEGACYADVISOR.NET
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.