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Legacy Financial Advisors
Legacy Financial Advisors is a state-registered investment adviser since 2025. The firm manages $139 million in assets, $95 million on a discretionary basis.
Overview
Legacy Financial Advisors is a state-registered investment adviser since 2025. The firm manages $139 million in assets, $95 million on a discretionary basis. It has 1 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
Location
Region
North America
Country
United States
City
Bloomington
Corporate office
Bloomington, MN, United States
Sector focus
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