LEGACY CHIEF FINANCIAL OFFICE, LLC
SEC Form ADV profile.
Total regulatory AUM
$105,079,723
Discretionary
$101,733,369
Non-discretionary
$3,346,354
Firm details
- CRD number
- 300873
- SEC file number
- 801-135513
- Main office
- SHENANDOAH, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.legacycfo.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.