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Building 2FINANCIAL LEGACY MANAGEMENT, NC.

Map pinLITTLE ROCK, AR
Phone501-224-7526
NotebookSEC #801-131149
Total AUM
$155M
Employees
2
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 OFFICE PARK DRIVE
LITTLE ROCK
AR 72211
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
501-224-7526
Other Offices
1

ReceiptFinancials

Total AUM
$155M
Accounts
715
Discretionary
$155M
Accounts
715
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
350
AUM
$155M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AR

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

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