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LEGACY CHIEF FINANCIAL OFFICE, LLC
CRD 300873 · SEC 801-135513
9002 SIX PINES DR., SUITE 108, SHENANDOAH, TX, 77380, United States
Phone
832-510-9099
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.1M
Discretionary AUM
$101.7M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $17.5M |
| High net worth individuals | 43 | $87.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD