Legacy Financial Solutions, Inc.

Overview

Legacy Financial Solutions, Inc. is a state registered investment adviser based in Manchester, NH, registered since 1998. It reports $7.3M in assets under management across 77 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$7.3M

Accounts

77

Average account

$94.8K

Employees

2

Advisory reps

1

Registered since

1998

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Stephen Norman Mathieu President, Secretary, Treasurer CRD 1350047
• Jean Marie Mathieu Vice President, Investment Adviser Representative CRD 3223733

Advisory reps 1 of 1

• Stephen N Mathieu Insurance Agent · Investment Adviser Rep CRD 1350047

Location

Headquarters

1361 Elm St Ste 100
Manchester, NH 03101

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: legacynh.com

Every state, with registration dates

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