LEGACY FINANCIAL STRATEGIES LLC
Q1 2024 Form 13-F
LEAWOOD, KANSAS
$388.1M Reported Value Total
LEGACY FINANCIAL STRATEGIES, LLC reports 1,921 total accounts under management (AUM). There are 1,862 discretionary accounts valued at $561,005,355, and 59 non-discretionary accounts valued at $84,624,986.
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.