$317.7M Total AUM
$312.9M Disc. AUM
12.5% 3Y CAGR
6 Employees
245 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- AtlasVital
- Established Date
- 05-05-2003
- Office Locations
- 1
Office Locations
3500 American Blvd West Suite 675 Bloomington MN
About Legacy Financial Advisors Corporation
Legacy Financial Advisors is a Bloomington, MN RIA serving retirees, professionals, and business owners with comprehensive financial planning, retirement-transition guidance, and estate planning coordination. Client portfolios are implemented primarily with public funds and ETFs and are custodied at Charles Schwab. The multi-generational CFP team is led by Tom Menzel, an advisor since 1981.
Team overview
52 AVG AGE
$158.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Asset Classes
Legacy delta Radial ridge
Client Personas
Oak
Custodian
Ember frontier Catalyst ridge
Investment Themes
Value prime Value peak
Investment Vehicles
Legacy oak
Platform
Beacon Horizon
Services
Foundation wave Alpha timber Vector quantum Crest Horizon Crest oak Meridian alpha Radial
Technology
Radial Prime
Owner & Executives
T
THOMAS LEE MENZEL
Chief Compliance Officer, President, Principal
- CRD
- #1091744
- Ownership
- 50% but less than 75%
(366) 256-4953
focus.horizon@valuecapital.com
in linkedin.com/in/vital-alpha
L
LAURA ANNE BIERMANN
Principal, VICE PRESIDENT
- CRD
- #6758217
- Ownership
- 25% but less than 50%
(872) 444-9162
zenith.alpha@atlascapital.com
in linkedin.com/in/pathway-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,867,320 | $335,335 |
| Non-Discretionary | $4,801,136 | $320,076 |
| Total | $317,668,456 | $335,093 |
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Separately Managed Accounts
Total SMA Asset: $317,668,456
Public Funds:
32.7% Cash:
32.7% Equity - Exchange:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $705,170,443 | 32.7% |
| Cash | $705,170,443 | 32.7% |
| Equity - Exchange | $746,143,650 | 34.6% |
| Total | $2,156,484,536 | 100.0% |