900 Pendleton Street
Suite 200
Greenville, South Carolina 29601
Tel: (864) 233-0808
FAMILY LEGACY, INC, formally registered with the SEC as FAMILY LEGACY, INC. The firm was established in 08/15/1995. They have over 1 offices throughout the country.
FAMILY LEGACY, INC. is a Greenville, South Carolina based Financial Planning firm with nearly $331,819,011 assets under management, offering retirement planning & investment advisory services to 623 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110945 |
SEC# | 801-49710 |
Assets Managed by Firm | $331,819,011 |
No. of Clients | 623 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 623 | $331,819,011 |
Individuals (other than high net worth individuals) | 172 | $54,807,566 |
High net worth individuals | 57 | $204,962,749 |
Pension and profit sharing plans | 11 | $17,117,490 |
Charitable organizations | 2 | $52,131,960 |
Corporations or other businesses | 5 | $2,799,246 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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