LEGACY PLANNING ADVISORS, LLC
Tel: 770-919-2075 5400 Laurel Springs Parkway Suite 101 Suwanee, Georgia 30024
About LEGACY PLANNING ADVISORS, LLC
LEGACY PLANNING ADVISORS, LLC is a Suwanee, Georgia based financial advisory firm with nearly $175,265,273 in assets under management and provides investment advisory services for 664 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
121289
Firm SEC#:
801-112270
Assets Under Management:
$175,265,273
No. of Clients:
664
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops
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