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