Overview
Assets Under Management: $332 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 57
Average Client Assets: $4 million
Frequently Asked Questions
FAMILY LEGACY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110945), FAMILY LEGACY, INC. is subject to fiduciary duty under federal law.
FAMILY LEGACY, INC. is headquartered in GREENVILLE, SC.
FAMILY LEGACY, INC. serves 57 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, FAMILY LEGACY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FAMILY LEGACY, INC. manages $332 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, FAMILY LEGACY, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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