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LEGACY FINANCIAL USA
561-482-9219
SEC #801-62405Total AUM
$25.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
561-482-9219
Financials
Total AUM
$25.8M
Accounts
38Discretionary
$25.8M
Accounts
38Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.