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Building 2PENLAND LEGACY ADVISORS, LLC

Map pin
Phone704-399-7010
NotebookSEC #801-61751
Total AUM
$113.6M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
704-399-7010

ReceiptFinancials

Total AUM
$113.6M
Accounts
448
Discretionary
$100.7M
Accounts
375
Non-Discretionary
$12.9M
Accounts
73

ContactClients

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Individual Clients
110
AUM
$31.5M
HNW Individual Clients
30
AUM
$78.5M
Pension/Profit Sharing Plan Clients
3
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS MANAGED BY THIRD PARTY MONEY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

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

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