Legacy Financial Services Group, Inc.

EST. AUM
$122,816,278

CONTACTS

CLIENT ACCOUNTS
357

Firm Details

Metro area Grand Rapids
CRD Number 140514
Website discoverlegacy.net
Client types

Overview

Legacy Financial Services Group, Inc. is an SEC-registered investment advisory firm headquartered in Traverse City, Michigan, established in 2001. The firm provides investment management and comprehensive financial planning services to individuals, high-net-worth families, trusts, retirement plans, and businesses. Operating under a fiduciary standard, Legacy develops customized investment strategies based on each client's financial objectives, risk tolerance, and long-term goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Financial Services Group, Inc.

Platform Details

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