Legacy Advisory Group Revenue

Financial Services • Tulsa, Oklahoma, United States • 1-10 Employees

Legacy Advisory Group revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Legacy Advisory Group

Abbie Smiley

Director of Operations

Company overview

Headquarters	321 S. Boston, Ste. 300, Tulsa, OK 74103, US
Websites	legacygroupok.com uzone.id
NAICS	52
Keywords	Portfolio Management, Financial Consultation, 401K Plans, Investment Selection
Employees	1-10

About Legacy Advisory Group

Legacy Advisory Group is a fee-only investment advisory firm specializing in portfolio management and 401k plan advisement. We believe all relationships, whether business or personal, begin with a foundation of mutual understanding and trust. To that end, we strive to create an environment that focuses on the individual investor, and their unique set of circumstances. We don't claim to have all the answers. What we do promise is to provide sound investment advice, while creaating a strong relationship and taking phenomenal care of you along the way. Service is the cornerstone of everything we do, as we strive to create the ultimate client experience. 100% Native American owned

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Legacy Advisory Group has never raised funding before.

Frequently asked questions

Legacy Advisory Group is located in Tulsa, Oklahoma, US.

Legacy Advisory Group generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Advisory Group has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Advisory Group

Abbie Smiley

Director of Operations

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