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LEGACY PARTNERS FINANCIAL GROUP, LLC
CRD 137025
123 MILL STREET, WOODSTOCK, GA, 30188, United States
Phone
678 388-2233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.0M
Discretionary AUM
$95.0M
Team
4 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $6.3M |
| High net worth individuals | 105 | $88.7M |
All web addresses on file
Official SEC filing: View on IAPD