L
CRD: 166831
Legacy Springs Advisors, LLC
Austin, TX
5127169959
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2013
- Office Locations
- 1
Office Locations
-- Austin TX
About Legacy Springs Advisors, LLC
Legacy Springs Advisors, LLC is a Austin-based RIA. The firm has been operating for 13 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
65 AVG AGE
$9.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Accredited Investors
Capital summit
Asset Classes
Vector north Focus Horizon Delta
Investment Themes
Quantum summit Beacon pioneer
Investment Vehicles
Eagle
Services
Radial Atlas Harbor signal Focus Beacon Capital Insight matrix
Owner & Executives
S
STEVEN ANTHONY KWIATKOWSKI
President
- CRD
- #5881788
- Ownership
- 75% or more
(219) 638-1524
pathway.frontier@valuecapital.com
in linkedin.com/in/vital-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,142,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,142,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,142,000
Equity - Exchange:
15.5% Public Funds:
22.0% U.S. Government/Agency:
24.6% Municipal Bonds:
21.2% Cash:
11.2% Corporate - Investment Grade:
5.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $591,037,576 | 15.5% |
| Public Funds | $838,892,043 | 22.0% |
| U.S. Government/Agency | $938,033,830 | 24.6% |
| Municipal Bonds | $808,386,878 | 21.2% |
| Cash | $427,072,313 | 11.2% |
| Corporate - Investment Grade | $209,723,011 | 5.5% |
| Total | $3,813,145,651 | 100.0% |