5400 Laurel Springs Parkway
Suite 101
Suwanee, Georgia 30024
Tel: 770-919-2075
LEGACY PLANNING ADVISORS, LLC, formally registered with the SEC as LEGACY PLANNING ADVISORS, LLC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.
LEGACY PLANNING ADVISORS, LLC is a Suwanee, Georgia based Financial Planning firm with nearly $175,265,273 assets under management, offering retirement planning & investment advisory services to 664 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 121289 |
SEC# | 801-112270 |
Assets Managed by Firm | $175,265,273 |
No. of Clients | 664 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 664 | $175,265,273 |
Individuals (other than high net worth individuals) | 176 | $56,664,588 |
High net worth individuals | 53 | $118,600,685 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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