CHARIS LEGACY PARTNERS
Tel: 979-406-7875 1716 Briarcrest Dr Suite 300 Bryan, Texas 77802
About CHARIS LEGACY PARTNERS
CHARIS LEGACY PARTNERS is a Bryan, Texas based financial advisory firm with nearly $117,225,679 in assets under management and provides investment advisory services for 196 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
311968
Firm SEC#:
801-131532
Assets Under Management:
$117,225,679
No. of Clients:
196
No. of Advisors:
1
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
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