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Building 2ACADIA LEGACY GROUP

Map pinCLIVE, IA
Phone515-212-2112
NotebookSEC #801-123713
Total AUM
$133.2M
Employees
4
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1820 NW 118TH STREET
STE 110
CLIVE
IA 50325
United States
Operating Hours
8-5
Monday - Friday
Phone
515-212-2112

ReceiptFinancials

Total AUM
$133.2M
Accounts
191
Discretionary
$133.2M
Accounts
191
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$3.9M
HNW Individual Clients
18
AUM
$129.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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