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LEGACY PARTNER GROUP
LEGACY PARTNER GROUP, LLC
CRD 335418
2170 SATELLITE BOULEVARD, SUITE 175, DULUTH, GA, 30097, United States
Phone
770 262 2663
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$85.0M
Discretionary AUM
$85.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $47.0M |
| High net worth individuals | 9 | $38.0M |
Official SEC filing: View on IAPD