Allocator Index · CRD 154927

LEGACY FINANCIAL GROUP

Des Moines, IA · 515-255-3306 · billelson.com

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

314

Other individuals

1,136

HNW assets

$686.4M

Total AUM

$1.01B

Employees

18

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.