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Building 2LEGACY FINANCIAL ADVISORS

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Phone912-634-8338
NotebookSEC #801-134038
Total AUM
$139.2M
Employees
3
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
912-634-8338
Other Offices
2

ReceiptFinancials

Total AUM
$139.2M
Accounts
522
Discretionary
$94.6M
Accounts
344
Non-Discretionary
$44.6M
Accounts
178

ContactClients

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Individual Clients
157
AUM
$90.4M
HNW Individual Clients
59
AUM
$48.8M
Charitable Organization Clients
1
AUM
$2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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