Investment adviser · CRD 156537
LEGACY PLANNING & ASSOCIATES, INC.
Investment adviser filing (IA)
GRAND RAPIDS, MI, United States · Form ADV filed Oct 30, 2023
- Regulatory AUM
- $112M Form ADV · Item 5.F
- Client accounts
- 132 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 24 | $66,541,745 | 59.2% |
| Individuals | 106 | $28,973,700 | 25.8% |
| Retirement plans | Fewer than 5 | $16,795,017 | 15.0% |
Filing source
Form ADV 1783159 · Oct 30, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Oct 30, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2851 CHARLEVOIX DR, SE, STE. 314GRAND RAPIDS, MI, 49546, United States
CRD 156537
Filing source
Form ADV 1783159 · Oct 30, 2023 · 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.