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LEGACY PLANNING ADVISORS, LLC

Tel: 770-919-2075
5400 Laurel Springs Parkway
Suite 101
Suwanee, Georgia  30024

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LEGACY PLANNING ADVISORS, LLC

LEGACY PLANNING ADVISORS, LLC is a Suwanee, Georgia based financial advisory firm with nearly $175,265,273 in assets under management and provides investment advisory services for 664 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

121289

SEC#:

801-112270

No. of Clients:

664

Assets under Management

$175,265,273

No. of Advisors:

3

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