LEGACY FINANCIAL SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC. of LEXINGTON, MA is an SEC-registered investment adviser (CRD 115495). Regulatory assets under management: $33.9M.

Registration

• CRD: 115495
• SEC file number: 801-61081
• Type: Registered investment adviser
• Location: ONE CRANBERRY HILL, LEXINGTON, MA, 02421
• Phone: 781-860-0353
• Latest filing: 2009-03-03
• Regulatory AUM: $33.9M
• Discretionary AUM: $6.2M
• Non-discretionary AUM: $27.7M
• Clients: 1
• Accounts: 69

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 115495 on SEC IAPD (source of record)
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