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ACADIA LEGACY GROUP
Tel: 515-212-2112
1820 Nw 118th Street Ste 110
Clive, Iowa 50325
ACADIA LEGACY GROUP
ACADIA LEGACY GROUP is a Clive, Iowa based financial advisory firm with nearly $116,644,597 in assets under management and provides investment advisory services for 123 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Other (FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
291481
SEC#:
801-123713
No. of Clients:
123
Assets under Management
$116,644,597
No. of Advisors:
4
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