LEGACY FINANCIAL SERVICES GROUP, INC.
SEC file number 801-66694
· TRAVERSE CITY, MI
https://legacy.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$80.5M
Discretionary AUM
$80.5M
Employees
2
Clients
200
Firm
- Address
- 10691 EAST CARTER ROAD
TRAVERSE CITY, MI 49684 - Phone
- —
- Website
- https://legacy.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Legacy Financial, Inc. High name-match confidence · CIK 1812454 · KS
- FSB Financial Services, Inc. Medium name-match confidence · CIK 1671206 · IA
- CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
- EJF Financial Services Fund, LP Medium name-match confidence · CIK 1510157 · VA
- Onex Partners Financial Services LP Medium name-match confidence · CIK 2158381 · NY
- Asaak Financial Services Ltd Medium name-match confidence · CIK 1822345 · NY
- Atlas Financial Services, Inc. Medium name-match confidence · CIK 1844126 · CA
- Movik Financial Services Inc. Medium name-match confidence · CIK 2159548 · FL
- Onex Partners Financial Services A LP Medium name-match confidence · CIK 2158555 · NY
- PEOPLES FINANCIAL SERVICES CORP. Medium name-match confidence · CIK 1056943 · PA
- Tierra Financial Services, L.L.C. Medium name-match confidence · CIK 2090387 · AZ
- Brown Box Financial Services, Inc. Medium name-match confidence · CIK 1666025 · TX
-
Onex Partners Financial Services LP · D · Nov 2, 2026
-
Onex Partners Financial Services A LP · D · Nov 2, 2026
-
Movik Financial Services Inc. · D · Oct 9, 2026$325K
-
Movik Financial Services Inc. · D · Oct 9, 2026$4.5M
-
FSB Financial Services, Inc. · D · Sep 8, 2026$13.3M
-
FSB Financial Services, Inc. · D · May 15, 2026$30M
-
Tierra Financial Services, L.L.C. · D · Mar 27, 2026
-
EJF Financial Services Fund, LP · D/A · Mar 12, 2026
-
Atlas Financial Services, Inc. · D · Dec 23, 2025$1.9M
-
CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M
-
PEOPLES FINANCIAL SERVICES CORP. · D · Jun 20, 2025$85M
-
Legacy Financial, Inc. · D/A · May 27, 2025$20M
-
Legacy Financial, Inc. · D · May 27, 2025$20M
-
EJF Financial Services Fund, LP · D/A · Mar 12, 2025