FAMILY LEGACY, INC.

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

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 Status	Approved
Firm CRD#	110945
SEC#	801-49710
Assets Managed by Firm	$331,819,011
No. of Clients	623
No. of Advisors	10

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 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

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PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
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