LEGACY FINANCE GROUP LLC

LEGACY FINANCE GROUP LLC is an SEC-registered investment adviser (CRD 339526). Regulatory assets under management: $753K.

Registration

• CRD: 339526
• Type: Registered investment adviser
• Phone: (216) 233-7207
• Latest filing: 2026-01-06
• Regulatory AUM: $753K
• Discretionary AUM: $753K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

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 339526 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search