Overview
Assets Under Management: $332 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 57
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: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.77
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 623
Discretionary Accounts: 623
Regulatory Filings
CRD Number: 110945
Last Filing Date: 2025-03-03 00:00:00
Website: https://familylegacyinc.com