LEGACY FINANCIAL STRATEGIES LLC
Q2 2023 Form 13-F
LEAWOOD, KANSAS
$299.1M Reported Value Total
LEGACY FINANCIAL STRATEGIES, LLC reports 1,836 total accounts under management (AUM). There are 1,768 discretionary accounts valued at $430,597,121, and 68 non-discretionary accounts valued at $78,060,369.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.