FINANCIAL LEGACY MANAGEMENT, NC.
Total AUM
$155M
Employees
2Clients
350Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13 OFFICE PARK DRIVE
LITTLE ROCK
AR 72211
United States
LITTLE ROCK
AR 72211
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
501-224-7526
Other Offices
1
Financials
Total AUM
$155M
Accounts
715Discretionary
$155M
Accounts
715Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
350AUM
$155M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FOR FINANCIAL PLANNING
Compliance
Disclosures
None reported
State Registrations
AR
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.