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LEGACY FINANCIAL ADVISORS, INC.

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Company Details

Name: LEGACY FINANCIAL ADVISORS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 29 Jun 2006 (19 years ago)
Organization Date: 29 Jun 2006 (19 years ago)
Last Annual Report: 22 May 2024 (a year ago)
Organization Number: 0641801
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Medium (20-99)
ZIP code: 41011
City: Covington, Ft Mitchell, Ft Wright, Park Hills
Primary County: Kenton County
Principal Office: 117 EAST FOURTH STREET, COVINGTON, KY 41011
Place of Formation: KENTUCKY
Authorized Shares: 1000

Registered Agent

Name Role
MICHAEL J MAISEL Registered Agent

Officer

Name Role
Paul A Sartori Officer
Peter Trent Lucas Officer

President

Name Role
Michael J Maisel President

Incorporator

Name Role
BRAD ZAPP Incorporator

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001730810
Phone:
859-655-3865

Latest Filings

Form type:
13F-HR
File number:
028-18306
Filing date:
2025-02-13
File:
Form type:
13F-HR
File number:
028-18306
Filing date:
2024-11-14
File:
Form type:
N-PX
File number:
028-18306
Filing date:
2024-08-21
File:
Form type:
13F-HR
File number:
028-18306
Filing date:
2024-08-13
File:
Form type:
13F-HR
File number:
028-18306
Filing date:
2024-05-14
File:

Form 5500 Series

Employer Identification Number (EIN):
204972254
Plan Year:
2023
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
16
Sponsors Telephone Number:

Filings

Name File Date
Annual Report 2024-05-22
Annual Report 2023-05-02
Annual Report 2022-05-03
Annual Report 2021-03-29
Annual Report 2020-04-14

USAspending Awards / Financial Assistance

Date:
2014-12-26
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
450000.00
Total Face Value Of Loan:
450000.00

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Sources: Kentucky Secretary of State