LEGACY FINANCIAL SOLUTIONS, INC.

LEGACY FINANCIAL SOLUTIONS, INC. of MANCHESTER, NH is an SEC-registered investment adviser (CRD 114932). Regulatory assets under management: $7.3M.

Registration

• CRD: 114932
• Type: Registered investment adviser
• Location: 1361 ELM STREET, MANCHESTER, NH, 03101
• Phone: 603-647-7166
• Latest filing: 2026-03-04
• Regulatory AUM: $7.3M
• Non-discretionary AUM: $7.3M
• Clients: 2
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114932 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search