LEGACY FINANCIAL SERVICES GROUP, INC.
CRD #140514 SEC #801-66694 TRAVERSE CITY, MI 231-933-0631
SEC Registered
Total AUM
$80.5M
Discretionary
$80.5M
Employees
2
Clients
0
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2014 | $80.5M | $80.5M | $0 | 2 | 200 |
| Mar 2014 | $97.5M | $97.5M | $0 | 2 | 200 |
| Nov 2013 | $97.1M | $97.1M | $0 | 2 | 181 |
| Oct 2013 | $97.1M | $97.1M | $0 | 2 | 181 |
| Jul 2013 | $97.1M | $97.1M | $0 | 2 | 181 |
| Mar 2013 | $97.1M | $97.1M | $0 | 2 | 181 |
| Aug 2012 | $93.2M | $93.2M | $0 | 1 | 181 |
| Apr 2011 | $62.3M | $62.3M | $0 | 5 | -- |
| Mar 2010 | $56.1M | $56.1M | $0 | 5 | -- |
| Jan 2010 | $44.2M | $44.2M | $0 | 5 | -- |
| Apr 2007 | $64.1M | $64.1M | $0 | 5 | -- |
DateAug 2014
Total AUM$80.5M
Discretionary$80.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees2
Clients200
DateNov 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees2
Clients181
DateOct 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees2
Clients181
DateJul 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees2
Clients181
DateMar 2013
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees2
Clients181
DateAug 2012
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees1
Clients181
DateApr 2011
Total AUM$62.3M
Discretionary$62.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$44.2M
Discretionary$44.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees5
Clients--