The Legacy Financial Group, Inc
Financial Services • 
Tulsa, Oklahoma, United States • 11-20 Employees
Company overview
| Headquarters | 2508 East 21st Street, Tulsa, Oklahoma 74114, US |
| Phone number | +19186650826 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Portfolio Management, Investment Advisory Services, Estate Planning, 401 (K) Administration |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contacts at The Legacy Financial Group, Inc
Elissa Johnson
Partner And Director Of Operations
James Witten
Tax Director
The Legacy Financial Group, Inc Email Formats
The Legacy Financial Group, Inc uses 2 email formats. The most common is {first name} (e.g., john@legacyadvisor.net), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@legacyadvisor.net | 54.5% |
{first initial} | j@legacyadvisor.net | 45.5% |
About The Legacy Financial Group, Inc
Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. We do not believe in traditional active investment management practices such as stock picking and market timing. Legacy was founded to provide a Successful Investment Experience to empower you to reach your goals. A Successful Investment Experience results from owning a Broadly Diversified Global Portfolio. It is inherently designed to weather market downturns and to capture the growth generated by market upturns. Our relationships are established upon Trust and Integrity. In other words, the investment philosophy works and we will place your best interest first. We serve individuals, business owners, trustees, and foundations
The Legacy Financial Group, Inc revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Legacy Financial Group, Inc has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
The Legacy Financial Group, Inc has never raised funding before.
The Legacy Financial Group, Inc Tech Stack
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Frequently asked questions
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