LEGACY FINANCIAL GROUP, LLC
Doing business as LEGACY FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,007,573,360
Discretionary
$995,643,097
Non-discretionary
$11,930,263
Firm details
- CRD number
- 154927
- SEC file number
- 801-79803
- Main office
- DES MOINES, IA, United States
- Employees
- 18
- SEC status
- Approved
- Website
- http://www.williamelson.com
- Fee structure
-
Percentage of AUM Hourly Other
As of October 2026.