LEGACY INVESTMENT PARTNERS, LLC - Financial Advisor in Kansas, Overland Park

Tel: 913-696-1550 6240 West 135th Street Suite 175 Overland Park, Kansas 66223

About LEGACY INVESTMENT PARTNERS, LLC

LEGACY INVESTMENT PARTNERS, LLC is a Overland Park, Kansas based financial advisory firm with nearly $317,243,074 in assets under management and provides investment advisory services for 374 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

133014

Firm SEC#:

801-63567

Assets Under Management:

$317,243,074

No. of Clients:

374

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Kansas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?