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Building 2LEGACY FINANCIAL SERVICES, INC.

Map pinLEXINGTON, MA
Phone781-860-0353 EXT1
NotebookSEC #801-61081
Total AUM
$33.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CRANBERRY HILL
LEXINGTON
MA 02421
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
781-860-0353 EXT1

ReceiptFinancials

Total AUM
$33.9M
Accounts
69
Discretionary
$6.2M
Accounts
24
Non-Discretionary
$27.7M
Accounts
45

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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

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