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Legacy Financial Advisors Corporation

● SEC registered since 2003CRD 115384SEC# 801-62026Bloomington, MN
Export (members)
Reg. AUM
$285.6M
Employees
6
Accounts
903
Location
Bloomington, MN

Legacy Financial Advisors Corporation assets under management

Legacy Financial Advisors Corporation is an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2003. It reports $285.6 million in regulatory assets under management and employs 6 people.
lfamn.comView on SEC.gov ↗

Legacy Financial Advisors Corporation owners & executives

2 reported
NameTitleOwnershipSince
Laura Anne BiermannVice President25-50%2018
Thomas Lee Menzel ControlPresident, Chief Compliance Officer50-75%1997

Frequently asked questions

How much does Legacy Financial Advisors Corporation manage?

Legacy Financial Advisors Corporation reports $285.6 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Financial Advisors Corporation have?

Legacy Financial Advisors Corporation reports 6 employees.

Where is Legacy Financial Advisors Corporation located?

Legacy Financial Advisors Corporation is based in Bloomington, MN and has been SEC-registered since 2003.

Does Legacy Financial Advisors Corporation disclose fund performance?

Legacy Financial Advisors Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3500 American Blvd West, Suite 675, Bloomington, MN 55431
Phone952-893-5555
Fax952-893-5560
Office hours8:30a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281.4M
Non-discretionary$4.2M
Total (RAUM)$285.6M