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Building 2CHARIS LEGACY PARTNERS

Map pinBRYAN, TX
Phone979-406-7875
NotebookSEC #801-131532
Total AUM
$132.7M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1716 BRIARCREST DR
SUITE 300
BRYAN
TX 77802
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
979-406-7875

ReceiptFinancials

Total AUM
$132.7M
Accounts
244
Discretionary
$132.7M
Accounts
244
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$12.4M
HNW Individual Clients
37
AUM
$119M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMANHTX

HandshakeAffiliates

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

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