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Legacy Financial Advisors
Legacy Financial Advisors is an SEC-registered investment adviser since 2025. The firm manages $139 million in assets, $95 million on a discretionary basis.
Legacy Financial Advisors
Legacy Financial Advisors is an SEC-registered investment adviser since 2025. The firm manages $139 million in assets, $95 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Solon
Corporate office
Bloomington, MN, United States
Sector focus
Frequently asked questions
What is Legacy Financial Advisors?
Legacy Financial Advisors is a bank / wealth / trust headquartered in Solon, United States.
When was Legacy Financial Advisors founded?
Legacy Financial Advisors was founded in 2003.
Where is Legacy Financial Advisors headquartered?
Legacy Financial Advisors is headquartered in Solon, United States, in the North America region.
What is Legacy Financial Advisors's assets under management?
Legacy Financial Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Legacy Financial Advisors?
Altss maintains an OSINT-verified profile of Legacy Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Legacy Financial Advisors's website?
Legacy Financial Advisors's public website is www.lfamn.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Legacy Financial Advisors?
Legacy Financial Advisors is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Legacy Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Legacy Financial Advisors's Altss profile last updated?
Legacy Financial Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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