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LEGACY FINANCIAL SERVICES GROUP, INC.
CRD 140514 · SEC 801-136525
10691 EAST CARTER ROAD, SUITE 101, TRAVERSE CITY, MI, 49684, United States
Phone
231-933-0631
Fax
231-933-0838
Registration
— (—)
Source
State registered
Total AUM
$122.8M
Discretionary AUM
$122.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $38.0M |
| High net worth individuals | 35 | $83.2M |
| Pension/profit sharing plans | 1 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD