Legacy Financial Advisors Corporation

$317.7MAssets under management
as of Feb 2026 · SEC Form ADV
Bloomington, MN
Visit website
2 people on Advicer connected to this.

Tech stack

No one at Legacy Financial Advisors Corporation has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Legacy Financial Advisors Corporation's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $231M held · filed Feb 2024