LEGACY FINANCIAL SERVICES, LLC
CRD #142508 SEC #801-67392 KENNESAW, GA 678-819-4862
SEC Registered
Total AUM
$96M
Discretionary
$96M
Employees
1
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $0 | $0 | $0 | 5 | 0 |
| Jun 2015 | $0 | $0 | $0 | 5 | 0 |
| Apr 2015 | $0 | $0 | $0 | 5 | 0 |
| Feb 2015 | $0 | $0 | $0 | 5 | 0 |
| Feb 2015 | $0 | $0 | $0 | 5 | 0 |
| Mar 2014 | $127.6M | $127.6M | $0 | 5 | 1 |
| Mar 2013 | $103.5M | $103.5M | $0 | 5 | 1 |
| Mar 2012 | $96M | $96M | $0 | 1 | 1 |
| Feb 2007 | $94.6M | $94.6M | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2014
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2012
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees1
Clients1
DateFeb 2007
Total AUM$94.6M
Discretionary$94.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--