$6.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
228 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2018
- Office Locations
- 1
Office Locations
1649 S Butternut ST Wichita KS
About Legacy MAP Design, LLC
Legacy MAP Design, LLC is a Wichita-based RIA. The firm has been operating for 7 years. Managing $6.2M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$27.2K AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LANCE MARTIN RAPPARD
Chief Compliance Officer, Managing Member
- CRD
- #5616784
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
Elijah Wayne Copas
--
- CRD
- #6619716
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,200,000 | -- |
| Total | $6,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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