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LEGACY PLANNING GROUP
MIDVALE, UT
801-207-1400
SEC #801-70073Total AUM
$41.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6770 SOUTH 900 EAST
STE 300
MIDVALE
UT 84047-1726
United States
STE 300
MIDVALE
UT 84047-1726
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
801-207-1400
Financials
Total AUM
$41.6M
Accounts
538Discretionary
$41.6M
Accounts
538Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
UT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.