LEGACY PLANNING GROUP of MIDVALE, UT is an SEC-registered investment adviser (CRD 145130). Regulatory assets under management: $41.6M.
| Name | Role | Location |
|---|---|---|
| James Shiflett William | OWNER | Inchelium, WA |
| James Carter William | OWNER | — |
| HUDAK TRAVIS JOHN | OWNER | — |
| CHILD MICHAEL LEE | OWNER | — |
| OWEN MICHAEL PHILLIP | CHIEF COMPLIANCE OFFICER | — |