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
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm