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Building 2LEGACY PLANNING & ASSOCIATES, INC.

Map pinGRAND RAPIDS, MI
Phone616-719-2930
NotebookSEC #801-123248
Total AUM
$112.3M
Employees
1
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2851 CHARLEVOIX DR, SE
STE. 314
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
616-719-2930
Other Offices
1

ReceiptFinancials

Total AUM
$112.3M
Accounts
132
Discretionary
$95.5M
Accounts
130
Non-Discretionary
$16.8M
Accounts
2

ContactClients

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Individual Clients
106
AUM
$29M
HNW Individual Clients
24
AUM
$66.5M
Pension/Profit Sharing Plan Clients
1
AUM
$16.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)
State Registrations
MITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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