LEGACY PARTNERS FINANCIAL GROUP, LLC

LEGACY PARTNERS FINANCIAL GROUP, LLC of WOODSTOCK, GA is an SEC-registered investment adviser (CRD 137025). Regulatory assets under management: $95.0M.

Registration

• CRD: 137025
• Type: Registered investment adviser
• Location: 123 MILL STREET, WOODSTOCK, GA, 30188
• Phone: 678 388-2233
• Latest filing: 2026-03-27
• Regulatory AUM: $95.0M
• Discretionary AUM: $95.0M
• Clients: 4
• Accounts: 340

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search