ABS LEGACY PARTNERS, LLC

3048 North Center Street
Hickory, North Carolina 28601
Tel: 828-325-0655

About ABS LEGACY PARTNERS, LLC

ABS LEGACY PARTNERS, LLC, formally registered with the SEC as ABS LEGACY PARTNERS, LLC. The firm was established in 04/07/2023. They have over 1 offices throughout the country.

ABS LEGACY PARTNERS, LLC is a Hickory, North Carolina based Financial Planning firm with nearly $546,484,198 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325604
SEC#	801-127615
Assets Managed by Firm	$546,484,198
No. of Clients	45
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	45	$546,484,198
Individuals (other than high net worth individuals)	5	$288,950
High net worth individuals	17	$339,262,759
Charitable organizations	3	$40,971,162
Corporations or other businesses	7	$165,961,327

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