1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ABS LEGACY PARTNERS, LLC

Map pinHICKORY, NC
Phone828-325-0655
NotebookSEC #801-127615
Total AUM
$670.8M
Employees
3
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3048 NORTH CENTER STREET
HICKORY
NC 28601
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
828-325-0655
Other Offices
1

ReceiptFinancials

Total AUM
$670.8M
Accounts
60
Discretionary
$670.8M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
6
AUM
$1M
HNW Individual Clients
18
AUM
$441.5M
Charitable Organization Clients
4
AUM
$47.7M
Corporation or Business Clients
8
AUM
$180.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account