Investment adviser · CRD 145130

LEGACY PLANNING GROUP

Investment adviser filing (IA)

MIDVALE, UT, United States · Form ADV filed Sep 4, 2012

Regulatory AUM
$41.6M
Form ADV · Item 5.F
Client accounts
538
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Sep 4, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Market timing

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6770 SOUTH 900 EAST, STE 300
MIDVALE, UT, 84047-1726, United States

CRD 145130

Filing source

Form ADV 667922 · Sep 4, 2012 · 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.