Legacy Financial Advisors Corporation
● SEC registered since 2003CRD 115384SEC# 801-62026Bloomington, MN
Reg. AUM
$317.7M
Employees
6
Accounts
948
Location
Bloomington, MN
Legacy Financial Advisors Corporation assets under management
Legacy Financial Advisors Corporation is an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2003. It reports $317.7 million in regulatory assets under management and employs 6 people.
Legacy Financial Advisors Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Anne Biermann | Vice President | 25-50% | 2018 |
| Thomas Lee Menzel Control | President, Chief Compliance Officer | 50-75% | 1997 |
Frequently asked questions
How much does Legacy Financial Advisors Corporation manage?
Legacy Financial Advisors Corporation reports $317.7 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Financial Advisors Corporation have?
Legacy Financial Advisors Corporation reports 6 employees.
Where is Legacy Financial Advisors Corporation located?
Legacy Financial Advisors Corporation is based in Bloomington, MN and has been SEC-registered since 2003.
Does Legacy Financial Advisors Corporation disclose fund performance?
Legacy Financial Advisors Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 American Blvd West, Suite 675, Bloomington, MN 55431 |
| Phone | 952-893-5555 |
| Fax | 952-893-5560 |
| Office hours | 8:30a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.7M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$317.7Mregulatory AUM
Discretionary $312.9MNon-discretionary $4.8M