ACADIA LEGACY GROUP

1820 Nw 118th Street
Ste 110
Clive, Iowa 50325
Tel: 515-212-2112

About ACADIA LEGACY GROUP

ACADIA LEGACY GROUP, formally registered with the SEC as ACADIA LEGACY GROUP. The firm was established in 04/15/2022. They have over 1 offices throughout the country.

ACADIA LEGACY GROUP is a Clive, Iowa based Financial Planning firm with nearly $116,644,597 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291481
SEC#	801-123713
Assets Managed by Firm	$116,644,597
No. of Clients	123
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	123	$116,644,597
Individuals (other than high net worth individuals)	23	$3,509,053
High net worth individuals	23	$113,135,544

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