Overview
Assets Under Management: $117 million
Headquarters: BRYAN, TX
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 196
Discretionary Accounts: 188
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 311968
Last Filing Date: 2025-01-27 00:00:00
Website: https://charislegacy.com