FAMILY LEGACY PLANNING
Tel: (479) 273-3040 1003 Se 14th St. Ste 15 Bentonville, Arkansas 72712
About FAMILY LEGACY PLANNING
FAMILY LEGACY PLANNING is a Bentonville, Arkansas based financial advisory firm with nearly $135,626,460 in assets under management and provides investment advisory services for 713 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
294277
Firm SEC#:
801-130790
Assets Under Management:
$135,626,460
No. of Clients:
713
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops
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