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Building 2LEGACY FINANCIAL GROUP

Map pinDES MOINES, IA
Phone515-255-3306
NotebookSEC #801-79803
Total AUM
$1B
Employees
18
Clients
1,452

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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