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DYNAMIC LEGACY PLANNING
DYNAMIC LEGACY PLANNING LLC
CRD 323407
17 N PENNSYLVANIA ST, GREENFIELD, IN, 46140, United States
Phone
3174777283
Fax
3177325987
Registration
— (—)
Source
State registered
Total AUM
$90.0M
Discretionary AUM
$90.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $60.0M |
| High net worth individuals | 15 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD