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Michael Phillip Owen

LEGACY PLANNING GROUP·MIDVALE, Utah
LEGACY PLANNING GROUP
6770 SOUTH 900 EAST, MIDVALE, UT 84047-1726CRD# 3128258Firm CRD# 145130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Phillip Owen · MIDVALE, UT
Registration
CRD #3128258 · LEGACY PLANNING GROUP
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Phillip Owen is a registered financial advisor based in MIDVALE, Utah, affiliated with LEGACY PLANNING GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY PLANNING GROUP
LEGACY PLANNING GROUP
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEGACY PLANNING GROUP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3128258
Firm CRD# 145130
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Phillip Owen offer?
Michael Phillip Owen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDVALE, Utah for a consultation.
What are Michael Phillip Owen's credentials?
Michael Phillip Owen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Phillip Owen located?
Michael Phillip Owen is based in MIDVALE, Utah, working with LEGACY PLANNING GROUP. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Michael Phillip Owen charge for services?
Michael Phillip Owen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY PLANNING GROUP?
LEGACY PLANNING GROUP has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY PLANNING GROUP

Michael Lee Child
MIDVALE, UT

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Nearby cities in Utah
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Research
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