LEGACY ADVISORY GROUP LLC
LEGACY ADVISORY GROUP LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 141329). Regulatory assets under management: $103.0M.
Registration
- CRD: 141329
- SEC file number: 801-67177
- Type: Registered investment adviser
- Location: 7111 W. 98TH TERRACE, SUITE 110, OVERLAND PARK, KS, 66212
- Phone: 913-825-5225
- Latest filing: 2016-10-07
- Regulatory AUM: $103.0M
- Discretionary AUM: $27.0M
- Non-discretionary AUM: $76.0M
- Clients: 4
- Accounts: 467
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| KYNION JACK | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KYNION VALERIE ANN | OWNER | — |
Private funds (4)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| LWC | Venture Capital Fund | — | 7 | $1.0M | — |
| LTV | Venture Capital Fund | — | 8 | $330K | — |
| LLL | Venture Capital Fund | — | 5 | $280K | — |
| LDL | Venture Capital Fund | — | 3 | $275K | — |
More on this firm