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Building 2FAMILY LEGACY, INC.

Map pinGREENVILLE, SC
Phone(864) 233-0808
NotebookSEC #801-49710
Total AUM
$377.3M
Employees
10
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 PENDLETON STREET
SUITE 200
GREENVILLE
SC 29601
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
(864) 233-0808

ReceiptFinancials

Total AUM
$377.3M
Accounts
650
Discretionary
$377.3M
Accounts
650
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
176
AUM
$57M
HNW Individual Clients
64
AUM
$241.1M
Pension/Profit Sharing Plan Clients
10
AUM
$18.5M
Charitable Organization Clients
2
AUM
$57.9M
Corporation or Business Clients
5
AUM
$2.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANCSCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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