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Building 2LEGACY SOUTH INC

Map pinATLANTA, GA
Phone770-933-2140
NotebookSEC #801-51081
Total AUM
$367.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3350 RIVERWOOD PKWY
SUITE 2140
ATLANTA
GA 30339
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
770-933-2140

ReceiptFinancials

Total AUM
$367.2M
Accounts
505
Discretionary
$342.4M
Accounts
383
Non-Discretionary
$24.8M
Accounts
122

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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