Investment adviser · CRD 142508

LEGACY FINANCIAL SERVICES, LLC

Investment adviser filing (IA)

KENNESAW, GA, United States · Form ADV filed Jun 30, 2015

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2015. View historical filings

Reported services

Business portfolio management

Compensation

Fixed

Principal office

1301 SHILOH ROAD NW, SUITE 330
KENNESAW, GA, 30144-7186, United States

CRD 142508

Filing source

Form ADV 932532 · Jun 30, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.