LEGACY FINANCIAL ADVISORS II, LLC
Doing business as LEGACY FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$139,169,629
Discretionary
$94,561,410
Non-discretionary
$44,608,219
Firm details
- CRD number
- 309156
- SEC file number
- 801-134038
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.LEGACYFALLC.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.