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FAMILY LEGACY, INC.

900 Pendleton Street
Suite 200
Greenville, South Carolina 29601
Tel: (864) 233-0808

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About FAMILY LEGACY, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#110945
SEC#801-49710
Assets Managed by Firm$331,819,011
No. of Clients623
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (CONSULTATION)

Firm Client Information

No. of ClientsAUM
Firm Total623$331,819,011
Individuals (other than high net worth individuals)172$54,807,566
High net worth individuals57$204,962,749
Pension and profit sharing plans11$17,117,490
Charitable organizations2$52,131,960
Corporations or other businesses5$2,799,246

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