THE LEGACY PLANNING GROUP LLC

THE LEGACY PLANNING GROUP LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 123638). Regulatory assets under management: $14.0M.

Registration

• CRD: 123638
• SEC file number: 801-61585
• Type: Registered investment adviser
• Location: 10901 SOUTH LOWELL AVENUE, SUITE 100, OVERLAND PARK, KS, 66210
• Phone: 913-338-4530
• Latest filing: 2003-05-07
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 193

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search