FINANCIAL LEGACY ASSOCIATES, LLC

FINANCIAL LEGACY ASSOCIATES
CHESTERFIELD, Missouri·1 registered advisor·CRD# 115944
SEC# 801-68836636-777-4200
01

Firm Overview

AUM
$33M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FINANCIAL LEGACY ASSOCIATES, LLC

1 registered advisor
Caspar Michael Unterreiner
CHESTERFIELD, Missouri
05

Office Locations

CHESTERFIELD, Missouri
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL LEGACY ASSOCIATES, LLC (CRD# 115944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.