L
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-10-2024
- Office Locations
- 1
Office Locations
-- Greensboro NC
About Legs Financial
Legs Financial is a Greensboro-based RIA. The firm has been operating for 2 years. Managing $1.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL ALLEN DAVIS
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5288100
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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