Overview
Assets Under Management: $117 million
Headquarters: CLIVE, IA
High-Net-Worth Clients: 23
Average Client Assets: $5 million
Frequently Asked Questions
ACADIA LEGACY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291481), ACADIA LEGACY GROUP, LLC is subject to fiduciary duty under federal law.
ACADIA LEGACY GROUP, LLC is headquartered in CLIVE, IA.
ACADIA LEGACY GROUP, LLC serves 23 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, ACADIA LEGACY GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ACADIA LEGACY GROUP, LLC manages $117 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, ACADIA LEGACY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.99
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 291481
Last Filing Date: 2025-02-05 00:00:00
Website: https://acadialegacygroup.com