Overview
Assets Under Management: $119 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 300
Average Client Assets: $450,000
Frequently Asked Questions
FINANCIAL LEGACY MANAGEMENT, 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 #136348), FINANCIAL LEGACY MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FINANCIAL LEGACY MANAGEMENT, INC. is headquartered in LITTLE ROCK, AR.
FINANCIAL LEGACY MANAGEMENT, INC. serves 300 high-net-worth clients according to their SEC filing dated September 24, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL LEGACY MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL LEGACY MANAGEMENT, INC. manages $119 million in client assets according to their SEC filing dated September 24, 2024.
According to their SEC Form ADV, FINANCIAL LEGACY MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
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