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ACADIA LEGACY GROUP
ACADIA LEGACY GROUP, LLC
CRD 291481 · SEC 801-123713
1820 NW 118TH STREET, STE 110, CLIVE, IA, 50325, United States
Phone
515-212-2112
Fax
515-493-0311
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.2M
Discretionary AUM
$133.2M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $3.9M |
| High net worth individuals | 18 | $129.3M |
States served
IA
All web addresses on file
Official SEC filing: View on IAPD