LEGACY PLANNING GROUP
CRD #145130 SEC #801-70073 MIDVALE, UT 801-207-1400
SEC Registered
Total AUM
$41.6M
Discretionary
$41.6M
Employees
1
Clients
0
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $41.6M | $41.6M | $0 | 1 | 200 |
| Mar 2012 | $41.6M | $41.6M | $0 | 1 | 200 |
| Mar 2012 | $41.6M | $41.6M | $0 | 1 | 200 |
| Aug 2011 | $42.6M | $38.9M | $3.7M | 5 | -- |
| Mar 2011 | $42.6M | $38.9M | $3.7M | 5 | -- |
| Mar 2009 | $41M | $41M | $0 | 5 | -- |
DateSep 2012
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$42.6M
Discretionary$38.9M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2011
Total AUM$42.6M
Discretionary$38.9M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--