Adviser Profile
| As of Date | 06/20/2026 |
| Registration status | Registration Changed to LEGACY FINANCIAL SERVICES GROUP, INC. |
| ADV Location | TRAVERSE CITY, MI, United States |
| Contact Info | 231 xxxxxxx |
| Websites |
| AUM* | 122,816,278 28% |
| of that, discretionary | 122,816,278 28% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 344,023 25% |
| % High Net Worth | 19.02% 67% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds