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Building 2LEGACY WEALTH ADVISORS, LLC

Map pinCLINTON TOWNSHIP, MI
Phone586-273-0072
NotebookSEC #801-132330
Total AUM
$132.3M
Employees
2
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41700 HAYES ROAD SUITE A
CLINTON TOWNSHIP
MI 48038
United States
Operating Hours
9-5
Monday - Friday
Phone
586-273-0072

ReceiptFinancials

Total AUM
$132.3M
Accounts
602
Discretionary
$132.3M
Accounts
602
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$66.9M
HNW Individual Clients
45
AUM
$62.1M
Charitable Organization Clients
3
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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