Overview
Assets Under Management: $175 million
Headquarters: SUWANEE, GA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 664
Non-Discretionary Accounts: 664
Regulatory Filings
CRD Number: 121289
Last Filing Date: 2024-03-29 00:00:00
Website: https://legacyplanningadvisors.com