FAMILY LEGACY, INC. - Financial Advisor in South Carolina, Greenville

Tel: (864) 233-0808 900 Pendleton Street Suite 200 Greenville, South Carolina 29601

About FAMILY LEGACY, INC.

FAMILY LEGACY, INC. is a Greenville, South Carolina based financial advisory firm with nearly $331,819,011 in assets under management and provides investment advisory services for 623 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

110945

Firm SEC#:

801-49710

Assets Under Management:

$331,819,011

No. of Clients:

623

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTATION)

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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283656

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5502

$2,014,684,499

THE FIDUCIARY ALLIANCE

284924

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16591

$1,227,969,964

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171260

801-79660

1380

$465,312,217

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141625

801-68762

$394,467,825

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153023

801-118794

1212

$372,701,379

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315846

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2750

$316,318,696

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