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LEGACY FINANCIAL
CRD 153236
111 TOTTEN LANE, FRONT ROYAL, VA, 22630, United States
Phone
540-333-1784
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.4M
Discretionary AUM
$3.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $3.4M |
Official SEC filing: View on IAPD