# LEGACY FINANCIAL SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC. of LEXINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 115495
- Type: SEC-registered investment adviser
- SEC file number: 801-61081
- 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)

| Name | Role | Location |
| --- | --- | --- |
| DIEFENDERFER MARGARET ANN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115495/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115495/similar
- Related entities: https://search.stillhousedata.com/firm/115495/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115495

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.