ACADIA LEGACY GROUP
ACADIA LEGACY GROUP, LLC Legal Name
Adviser information for ACADIA LEGACY GROUP last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Iowa, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 46 | $110.4M |
Non-Discretionary | 0 | $0 |
Total | 46 | $110.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 23 | $2.6M |
HNW Individuals | 23 | $107.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsFAMILY OFFICE SERVICES |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-123713 |
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SEC ERA File Number | 801-123713 |
SEC CIK Numbers | None |
SEC CRD Numbers | 291481 |
Legal Entity Identifier | None |
Principal Office
1820 NW 118TH STREETSTE 110
CLIVE
IA
United States
Monday - Friday, 8-5
Tel: 515-212-2112, Fax: 515-493-0311
Chief Compliance Officer
SCOTT SNYDER
MANAGING MEMBER
1820 NW 118TH STREET
STE 110
CLIVE
IA
United States
Tel:
515-212-2112
S****@********************M
(Full email address available in API data)
Regulatory Contact
GARY CLAYTON
COMPLIANCE CONSULTANT
PO BOX 10254
KNOXVILLE
TN
United States
Tel:
865-770-1024
S******@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SNYDER, SCOTT, JAMES | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 11/2017 | > 75% |