Company Overview
- Headquarters
- 2508 East 21st Street, Tulsa OK
- Website
- legacyadvisor.net
- Phone
- (918) 665-0826
- Employees
- 8
- Founded in
- 2000
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$16B
Who is The Legacy Financial Group
The Legacy Financial Group is a fee-only, independent registered investment advisor based in Tulsa, Oklahoma. The company employs 8 people and generates $16 million in annual revenue. Legacy Financial Group provides prudent investment advisory services to a variety of clients, including individuals, 401(k) plans, trusts, foundations, and businesses. Their services are centered around building broadly diversified global portfolios designed to withstand market fluctuations and capitalize on growth opportunities. The company distinguishes itself by adhering to a philosophy that emphasizes efficient financial markets, the relationship between risk and return, and the importance of diversification and discipline. They do not engage in traditional active investment management practices such as stock picking or market timing. For more information about The Legacy Financial Group, visit their website at legacyadvisor.net.
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
16M | 30 | Caney, KS | ||
16M | 7 | New York, NY | 2013 | |
16M | 26 | Chicago, IL | 2003 | |
16M | 32 | Piscataway, NJ | 2009 | |
16M | 99 | Bridgeville, PA | 1995 |