RIA Intel›Advisers›Michigan›LEGACY INVESTMENT ADVISORS LLC

LEGACY INVESTMENT ADVISORS LLC

Advisory

WYANDOTTE, MI

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MI
#477
of 521 advisers by AUM
Average account
$124K
across 492 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$61M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients492
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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