Universe · entity

LEGACY FINANCIAL SERVICES GROUP, INC.

RIA / family office (Form ADV) · CRD 140514
Form ADV profile

AUM: $123M

Location: TRAVERSE CITY, MI

Disclosure: fee_only

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.