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FINANCIAL LEGACY ASSOCIATES, LLC
FINANCIAL LEGACY ASSOCIATES, LLC
FINANCIAL LEGACY ASSOCIATES
CHESTERFIELD, Missouri
·
1 registered advisor
·
CRD# 115944
SEC# 801-68836
636-777-4200
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 Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL LEGACY ASSOCIATES, LLC
1 registered advisor
Caspar Michael Unterreiner
CHESTERFIELD, Missouri
CRD# 1535697
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
.