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Building 2LEGACY PLANNING ADVISORS, LLC

Map pinSUWANEE, GA
Phone770-919-2075
NotebookSEC #801-112270
Total AUM
$234M
Employees
8
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5400 LAUREL SPRINGS PARKWAY
SUITE 101
SUWANEE
GA 30024
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
770-919-2075

ReceiptFinancials

Total AUM
$234M
Accounts
755
Discretionary
$0
Accounts
0
Non-Discretionary
$234M
Accounts
755

ContactClients

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Individual Clients
190
AUM
$55M
HNW Individual Clients
75
AUM
$179M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSCTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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