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LEGACY FINANCIAL SOLUTIONS, INC.

CRD 114932

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1361 ELM STREET, SUITE 100, MANCHESTER, NH, 03101, United States

Phone

603-647-7166

Fax

603-624-4747

Registration

— (—)

Source

State registered

Total AUM

$7.3M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; SHARES IN THIRD PARTY ADVISORY FEES

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals47$6.6M
Charitable organizations2$700K

All web addresses on file

Official SEC filing: View on IAPD