LEGACY FINANCIAL, LTD

LEGACY FINANCIAL, LTD is an SEC-registered investment adviser (CRD 284437). Regulatory assets under management: $16.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 284437
• Type: Registered investment adviser
• Phone: 303-276-8090
• Latest filing: 2026-01-22
• Regulatory AUM: $16.6M
• Discretionary AUM: $16.3M
• Non-discretionary AUM: $275K
• Clients: 1
• Accounts: 118

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search