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

Building 2FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

Map pinCARY, NC
Phone919-379-9000
NotebookSEC #801-132388
Total AUM
$174.5M
Employees
7
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6501 WESTON PKWY
SUITE #300
CARY
NC 27513
United States
Operating Hours
9-5 (ET)
Monday - Friday
Phone
919-379-9000

ReceiptFinancials

Total AUM
$174.5M
Accounts
806
Discretionary
$173.5M
Accounts
800
Non-Discretionary
$1M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
260
AUM
$24.5M
HNW Individual Clients
55
AUM
$150M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
BOOK AUTHOR
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account