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NEW LEGACY FINANCIAL GROUP, LLC
CRD 151155
133 S. MILTON STREET, UNIT C, SMITHVILLE, OH, 44677, United States
Phone
330-669-2080
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; RETAINER
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $19.0M |
| High net worth individuals | 44 | $43.5M |
All web addresses on file
Official SEC filing: View on IAPD