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LEGACY KNIGHT MFO, LLC
LEGACY KNIGHT MFO, LLC
DALLAS, Texas
·
4 registered advisors
·
CRD# 305927
SEC# 801-121664
1
945-536-5580
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at LEGACY KNIGHT MFO, LLC
4 registered advisors
Abdul K Minkara
DALLAS, Texas
CRD# 7245385
Brad Darin Martin
DALLAS, Texas
CRD# 5459614
David Patterson Sawyer
DALLAS, Texas
CRD# 6681543
Matthew Robert Ogle
DALLAS, Texas
CRD# 5162128
05
Office Locations
DALLAS, Texas
4 advisors
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Data sourced from SEC Form ADV filings. LEGACY KNIGHT MFO, LLC (CRD# 305927) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.