Overview
Assets Under Management: $119 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 300
Average Client Assets: $450,000
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $450,000
Total Client Accounts: 375
Discretionary Accounts: 375
Regulatory Filings
CRD Number: 136348
Last Filing Date: 2024-09-24 00:00:00
Website: https://financiallegacymanagement.com