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Building 2LEGACY FINANCIAL SERVICES GROUP, INC.

Map pinTRAVERSE CITY, MI
Phone231-933-0631
NotebookSEC #801-136525
Total AUM
$122.8M
Employees
2
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10691 EAST CARTER ROAD
SUITE 101
TRAVERSE CITY
MI 49684
United States
Operating Hours
8:00 - 4:00 (ET)
Monday - Friday
Phone
231-933-0631
Other Offices
2

ReceiptFinancials

Total AUM
$122.8M
Accounts
357
Discretionary
$122.8M
Accounts
357
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$38M
HNW Individual Clients
35
AUM
$83.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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