LEGACY PARTNER GROUP

LEGACY PARTNER GROUP of DULUTH, GA is an SEC-registered investment adviser (CRD 335418). Regulatory assets under management: $85.0M.

Registration

• CRD: 335418
• Type: Registered investment adviser
• Location: 2170 SATELLITE BOULEVARD, DULUTH, GA, 30097
• Phone: 770 262 2663
• Latest filing: 2026-03-30
• Regulatory AUM: $85.0M
• Discretionary AUM: $85.0M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM.

Clients served: 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 335418 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search