LEGACY WEALTH MANAGEMENT GROUP, LLC

LEGACY WEALTH MANAGEMENT GROUP, LLC of DOTHAN, AL is an SEC-registered investment adviser (CRD 311361). Regulatory assets under management: $1.6M.

Registration

• CRD: 311361
• Type: Registered investment adviser
• Location: 214 PERRY AVENUE, DOTHAN, AL, 36303
• Phone: 334-792-6213
• Latest filing: 2023-02-09
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search