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

Building 2THE FINANCIAL LEGACY GROUP

Map pinCHARLOTTE, NC
Phone704-469-6614
NotebookSEC #801-135420
Total AUM
$107.3M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2108 SOUTH BLVD
SUITE 109
CHARLOTTE
NC 28203
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-469-6614

ReceiptFinancials

Total AUM
$107.3M
Accounts
414
Discretionary
$107.3M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
79
AUM
$17.7M
HNW Individual Clients
62
AUM
$85M
Charitable Organization Clients
1
AUM
$214.5K
Corporation or Business Clients
2
AUM
$4.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account