DYNAMIC LEGACY PLANNING

DYNAMIC LEGACY PLANNING of GREENFIELD, IN is an SEC-registered investment adviser (CRD 323407). Regulatory assets under management: $90.0M.

Registration

• CRD: 323407
• Type: Registered investment adviser
• Location: 17 N PENNSYLVANIA ST, GREENFIELD, IN, 46140
• Phone: 3174777283
• Latest filing: 2026-03-31
• Regulatory AUM: $90.0M
• Discretionary AUM: $90.0M
• Clients: 2
• Accounts: 255

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search