LEGACY ADVISORY GROUP, INC

Overview

Legacy Advisory Group, Inc. is a small, privately owned advisory corporation that focuses on portfolio management for individuals and small businesses. The firm serves both individual and institutional clients and charges fees as a percentage of assets under management. It is not organized as a multi-state adviser, does not identify as an ESG investor, and is not positioned as a pension consultant or capital allocator. The firm's reported industry connections include relationships with an accounting firm and an insurance company, which likely support client financial planning and insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives