Frequently Asked Questions (FAQ) About
Legacy Financial Strategies LLC
- Where is Legacy Financial Strategies LLC Located
-
11300 TOMAHAWK CREEK PARKWAY, SUITE 190, LEAWOOD, KS
- Legacy Financial Strategies LLC: Is the firm operating under a legal name?
-
The firm is using the following primary business name: Legacy Financial Strategies LLC, while the legal name is: LEGACY FINANCIAL STRATEGIES, LLC
- Legacy Financial Strategies LLC: How many employees does the firm employ?
-
Legacy Financial Strategies LLC has 10 employees, of which 9 are employees in advisory roles
- Legacy Financial Strategies LLC: How many clients does the firm serve?
-
It serves 10 clients.
- Legacy Financial Strategies LLC: What are the top holdings of this firm?
-
SCHWAB STRATEGIC TR SCHWAB STRATEGIC TR US DIVIDEND EQ VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF VANGUARD INDEX FDS TOTAL STK MKT ISHARES TR CORE S&P SCP ETF SCHWAB U.S. LARGE-CAP GROWTH ETF Berkshire Hathaway, Inc. PIMCO ETF TR SELECT SECTOR SPDR TR SBI INT-FINL SPDR S&P 500 ETF TR TR UNIT
- Legacy Financial Strategies LLC: What other investment firms are located in the vicinity?
-
Legacy Investment Partners LLC Logia Portfolio Management LLC Mitchell Capital Management Co Blooom Inc Tortoise Investments Partners LLC Financial Advisory Service Inc Everest Wealth Management LLC Cognios Capital LLC ETF Portfolio Partners Inc Wealth Management Advisors Inc