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LEGACY CONSULTING GROUP
5340 Legacy Drive
Ste 165
Plano, Texas 75024
Tel: 972-599-4750
About LEGACY CONSULTING GROUP
LEGACY CONSULTING GROUP, formally registered with the SEC as LEGACY CONSULTING GROUP. The firm was established in 04/20/2000. They have over 1 offices throughout the country.
LEGACY CONSULTING GROUP is a Plano, Texas based Financial Planning firm with nearly $316,581,007 assets under management, offering retirement planning & investment advisory services to 518 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108541 |
| SEC# | 801-57457 |
| Assets Managed by Firm | $316,581,007 |
| No. of Clients | 518 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 518 | $316,581,007 |
| Individuals (other than high net worth individuals) | 40 | $6,376,547 |
| High net worth individuals | 123 | $292,104,663 |
| Pension and profit sharing plans | 1 | $3,495,090 |
| Charitable organizations | 4 | $9,729,217 |
| Corporations or other businesses | 3 | $4,875,490 |
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