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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2005
- Office Locations
- 1
Office Locations
About Legacy Partners Financial Group, LLC
Legacy Partners Financial Group is an independent, fiduciary advisory led by CFP professionals, providing comprehensive financial planning plus retirement, college, small-business retirement plan, and insurance/risk management guidance. The firm designs and manages portfolios using proprietary, research-based allocation models aimed at long-term growth while reducing risk and unnecessary costs; SMAs are primarily ETF-based with some U.S. government bonds and cash. Custodies with Charles Schwab.
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Owner & Executives
JASON PAUL FLURRY
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #2515118
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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