LEGACY FINANCIAL SERVICES GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$122,816,278
Discretionary
$122,816,278
Non-discretionary
$0
Firm details
- CRD number
- 140514
- SEC file number
- 801-136525
- Main office
- TRAVERSE CITY, MI, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.