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LEGACY WEALTH MANAGEMENT GROUP, LLC
CRD 311361
214 PERRY AVENUE, DOTHAN, AL, 36303, United States
Phone
334-792-6213
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2023-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD