LEGACY FINANCIAL SERVICES, INC.
CRD #115495 SEC #801-61081 LEXINGTON, MA 781-860-0353
SEC Registered
Total AUM
$33.7M
Discretionary
$8.6M
Employees
5
Clients
25
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $33.9M | $6.2M | $27.7M | 5 | -- |
| Mar 2008 | $44.5M | $11.9M | $32.6M | 5 | -- |
| Apr 2007 | $44.4M | $15.2M | $29.2M | 5 | -- |
| Mar 2007 | $44.4M | $14M | $30.4M | 5 | -- |
| Mar 2006 | $37.2M | $9.3M | $27.9M | 5 | -- |
| Jan 2006 | $33.7M | $8.6M | $25.1M | 5 | -- |
| Sep 2005 | $33.7M | $8.6M | $25.1M | 5 | -- |
| Oct 2003 | $25.4M | $2M | $23.4M | 5 | -- |
| Apr 2002 | $29.8M | $29.8M | $0 | 5 | -- |
DateMar 2009
Total AUM$33.9M
Discretionary$6.2M
Non-Disc.$27.7M
Employees5
Clients--
DateMar 2008
Total AUM$44.5M
Discretionary$11.9M
Non-Disc.$32.6M
Employees5
Clients--
DateApr 2007
Total AUM$44.4M
Discretionary$15.2M
Non-Disc.$29.2M
Employees5
Clients--
DateMar 2007
Total AUM$44.4M
Discretionary$14M
Non-Disc.$30.4M
Employees5
Clients--
DateMar 2006
Total AUM$37.2M
Discretionary$9.3M
Non-Disc.$27.9M
Employees5
Clients--
DateJan 2006
Total AUM$33.7M
Discretionary$8.6M
Non-Disc.$25.1M
Employees5
Clients--
DateSep 2005
Total AUM$33.7M
Discretionary$8.6M
Non-Disc.$25.1M
Employees5
Clients--
DateOct 2003
Total AUM$25.4M
Discretionary$2M
Non-Disc.$23.4M
Employees5
Clients--
DateApr 2002
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--