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 $149,228,000 assets under management, offering retirement planning & investment advisory services to 637 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 121289 |
SEC# | 801-112270 |
Assets Managed by Firm | $149,228,000 |
No. of Clients | 637 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 637 | $149,228,000 |
Individuals (other than high net worth individuals) | 193 | $61,500,000 |
High net worth individuals | 37 | $87,728,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
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