Legacy Financial Advisors is an investment advisor in Covington with $914.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204972254
SEC advisor number
801-62026
FINRA CRD number
115384
AUM ?
$257.19 mm
(as of 2 Feb 24)
Accounts
893
(as of 2 Feb 24)
Employees
6
(2 investment advisory or research)
Address
Legacy Financial Advisors
117 EAST FOURTH STREET
COVINGTON
KY 41011
117 EAST FOURTH STREET
COVINGTON
KY 41011
Phone
859-655-3865
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22