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Paul Anthony Sartori

LEGACY FINANCIAL ADVISORS, INC.·COVINGTON, Kentucky
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117 EAST FOURTH STREET, COVINGTON, KY 41011CRD# 1321982Firm CRD# 158675
01

About

Paul Anthony Sartori is a registered financial advisor based in COVINGTON, Kentucky, affiliated with LEGACY FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY FINANCIAL ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, INC.
AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LEGACY FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1321982
Firm CRD# 158675
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Anthony Sartori offer?
Paul Anthony Sartori specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.
What are Paul Anthony Sartori's credentials?
Paul Anthony Sartori is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Anthony Sartori located?
Paul Anthony Sartori is based in COVINGTON, Kentucky, working with LEGACY FINANCIAL ADVISORS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Paul Anthony Sartori charge for services?
Paul Anthony Sartori's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL ADVISORS, INC.?
LEGACY FINANCIAL ADVISORS, INC. has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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