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LEGACY FINANCIAL SERVICES GROUP, INC.
TRAVERSE CITY, MI
231-933-0631
SEC #801-66694Total AUM
$80.5M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10691 EAST CARTER ROAD
SUITE 101
TRAVERSE CITY
MI 49684
United States
SUITE 101
TRAVERSE CITY
MI 49684
United States
Operating Hours
8:00 - 4:00 (ET)
Monday - Friday
Monday - Friday
Phone
231-933-0631
Financials
Total AUM
$80.5M
Accounts
442Discretionary
$80.5M
Accounts
442Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.