LEGACY FINANCIAL ADVISORS, INC. - Financial Advisor in Kentucky, Covington

Tel: 859-655-5225 117 East Fourth Street Covington, Kentucky 41011

About LEGACY FINANCIAL ADVISORS, INC.

LEGACY FINANCIAL ADVISORS, INC. is a Covington, Kentucky based financial advisory firm with nearly $1,125,634,229 in assets under management and provides investment advisory services for 4401 clients. There are currently 17 financial advisors at the firm.

General Information

Firm CRD#:

158675

Firm SEC#:

801-72637

Assets Under Management:

$1,125,634,229

No. of Clients:

4401

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Kentucky, Covington

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

RENAISSANCE INVESTMENT MANAGEMENT

105916

801-50177

1208

$2,538,177,212

CONNETIC VENTURES

329078

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$37,044,976

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