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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OWEN, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| OWEN, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| OWEN, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| OWEN, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| OWEN, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| OWEN, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHILD, MICHAEL, LEE | I | OWNER | C | Control |
| CHILD, MICHAEL, LEE | I | OWNER | C | Control |
| CHILD, MICHAEL, LEE | I | OWNER | C | Control |
| CHILD, MICHAEL, LEE | I | OWNER | C | Control |
| CHILD, MICHAEL, LEE | I | OWNER | C | Control |
| CHILD, MICHAEL, LEE | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| JAMES, DAVID, WILLIAM | I | OWNER | C | Control |
| JAMES, DAVID, WILLIAM | I | OWNER | C | Control |
| JAMES, DAVID, WILLIAM | I | OWNER | C | Control |
| JAMES, DAVID, WILLIAM | I | OWNER | C | Control |
| JAMES, DAVID, WILLIAM | I | OWNER | C | Control |
| JAMES, DAVID, WILLIAM | I | OWNER | C | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
UT
Address
6770 SOUTH 900 EASTSTE 300
MIDVALE, UT 84047-1726
United States
Phone: 801-207-1400