LEGACY PLANNING & ASSOCIATES, INC.
CRD #156537 SEC #801-123248 GRAND RAPIDS, MI 616-719-2930
SEC Registered Disclosures
Total AUM
$112.3M
Discretionary
$95.5M
Employees
3
Clients
51
Accounts
132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $112.3M | $95.5M | $16.8M | 1 | 15 |
| May 2023 | $112.3M | $95.5M | $16.8M | 1 | 15 |
| May 2023 | $112.3M | $95.5M | $16.8M | 3 | 15 |
| Apr 2023 | $112.3M | $95.5M | $16.8M | 3 | 15 |
| Apr 2023 | $112.3M | $95.5M | $16.8M | 3 | 15 |
| Mar 2023 | $112.3M | $95.5M | $16.8M | 3 | 15 |
| Nov 2022 | $105.9M | $85.3M | $20.6M | 3 | 17 |
| Sep 2022 | $105.9M | $85.3M | $20.6M | 4 | 17 |
| Aug 2022 | $105.9M | $85.3M | $20.6M | 4 | 17 |
| Mar 2022 | $105.9M | $85.3M | $20.6M | 4 | 17 |
| Mar 2022 | $105.9M | $85.3M | $20.6M | 4 | 17 |
| Feb 2022 | $123.1M | $102.1M | $21M | 4 | 3 |
| Jan 2022 | $123.1M | $102.1M | $21M | 4 | 3 |
DateOct 2023
Total AUM$112.3M
Discretionary$95.5M
Non-Disc.$16.8M
Employees1
Clients15
DateMay 2023
Total AUM$112.3M
Discretionary$95.5M
Non-Disc.$16.8M
Employees1
Clients15
DateMay 2023
Total AUM$112.3M
Discretionary$95.5M
Non-Disc.$16.8M
Employees3
Clients15
DateApr 2023
Total AUM$112.3M
Discretionary$95.5M
Non-Disc.$16.8M
Employees3
Clients15
DateApr 2023
Total AUM$112.3M
Discretionary$95.5M
Non-Disc.$16.8M
Employees3
Clients15
DateMar 2023
Total AUM$112.3M
Discretionary$95.5M
Non-Disc.$16.8M
Employees3
Clients15
DateNov 2022
Total AUM$105.9M
Discretionary$85.3M
Non-Disc.$20.6M
Employees3
Clients17
DateSep 2022
Total AUM$105.9M
Discretionary$85.3M
Non-Disc.$20.6M
Employees4
Clients17
DateAug 2022
Total AUM$105.9M
Discretionary$85.3M
Non-Disc.$20.6M
Employees4
Clients17
DateMar 2022
Total AUM$105.9M
Discretionary$85.3M
Non-Disc.$20.6M
Employees4
Clients17
DateMar 2022
Total AUM$105.9M
Discretionary$85.3M
Non-Disc.$20.6M
Employees4
Clients17
DateFeb 2022
Total AUM$123.1M
Discretionary$102.1M
Non-Disc.$21M
Employees4
Clients3
DateJan 2022
Total AUM$123.1M
Discretionary$102.1M
Non-Disc.$21M
Employees4
Clients3