LEGACY PLANNING GROUP

MIDVALE, Utah·2 registered advisors·CRD# 145130
SEC# 801-70073801-207-1400
01

Firm Overview

AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other advisory services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEGACY PLANNING GROUP

2 registered advisors
Michael Lee Child
MIDVALE, Utah
Michael Phillip Owen
MIDVALE, Utah
05

Office Locations

MIDVALE, Utah
2 advisors

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Data sourced from SEC Form ADV filings. LEGACY PLANNING GROUP (CRD# 145130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.