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Acadia Legacy Group, LLC

● SEC registered since 2022CRD 291481SEC# 801-123713Clive, IA
Export (members)
Reg. AUM
$116.6M
Employees
4
Accounts
123
Location
Clive, IA

Acadia Legacy Group, LLC assets under management

Acadia Legacy Group, LLC is an investment advisory firm registered with the SEC based in Clive, IA. The firm has been registered since 2022. It reports $116.6 million in regulatory assets under management and employs 4 people.
acadialegacygroup.comView on SEC.gov ↗

Acadia Legacy Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott James Snyder ControlPresident And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Acadia Legacy Group, LLC manage?

Acadia Legacy Group, LLC reports $116.6 million in regulatory assets under management on its Form ADV.

How many employees does Acadia Legacy Group, LLC have?

Acadia Legacy Group, LLC reports 4 employees.

Where is Acadia Legacy Group, LLC located?

Acadia Legacy Group, LLC is based in Clive, IA and has been SEC-registered since 2022.

Does Acadia Legacy Group, LLC disclose fund performance?

Acadia Legacy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1820 NW 118th Street, Ste 110, Clive, IA 50325
Phone515-212-2112
Fax515-493-0311
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.6M
Non-discretionary$0
Total (RAUM)$116.6M