Legacy Planning & Associates Revenue

Financial Services • Grand Rapids, Michigan, United States • 1-10 Employees

Legacy Planning & Associates revenue & valuation

Annual revenue	$8,499,810
Revenue per employee	$2,834,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$27,200,000
Total funding	No funding

Key Contact at Legacy Planning & Associates

Michael Wood

President

Company overview

Headquarters	Grand Rapids, MI 49546-8621, US
Phone number	+16167192930
Websites	legacyplanningassociatesinc.com lpagr.com
NAICS	52
SIC	628
Keywords	Investments, Retirement Plans, Pension Plans, Business Succession, Educational Plans, Risk Assessment And Allocation
Founded	1998
Employees	1-10
Socials

About Legacy Planning & Associates

Legacy Planning & Associates is a financial-services firm dedicated to serving the needs of individual and businesses. We are dedicated to helping you develop strategies to reach long-term financial goals, such as paying for a child's education, retiring on your terms, creating a legacy for your family or planning your business succession. We offer investments and services that align with your needs. Our portfolios offer a collective approach to asset management, which reflects a higher degree of diversification than traditional measures. We use a Triple Crown approach to asset management that incorporates a blend of low cost Traditional, Opportunistic, and Tactical methods. By integrating these three unique and stylistically different approaches to investing together, investors are provided with a more balanced and less volatile approach to long term investing.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Legacy Planning & Associates has never raised funding before.

Frequently asked questions

Legacy Planning & Associates is located in Grand Rapids, Michigan, US.

You can reach Legacy Planning & Associates at +16167192930.

Legacy Planning & Associates generates an estimated annual revenue of $8,499,810. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Planning & Associates has an estimated valuation of $27,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Planning & Associates was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Legacy Planning & Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Planning & Associates

Michael Wood

President

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