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Building 2LEGACY PRIVATE WEALTH MANAGEMENT

Map pinFARMINGTON HILLS, MI
Phone248-553-0861
NotebookSEC #801-65625
Total AUM
$27M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35251 EDYTHE DRIVE
FARMINGTON HILLS
MI 48331
USA
Operating Hours
9-5
Monday - Friday
Phone
248-553-0861

ReceiptFinancials

Total AUM
$27M
Accounts
52
Discretionary
$0
Accounts
0
Non-Discretionary
$27M
Accounts
52

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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