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FAMILY LEGACY, INC.
CRD 110945 · SEC 801-49710
900 PENDLETON STREET, SUITE 200, GREENVILLE, SC, 29601, United States
Phone
(864) 233-0808
Fax
864-370-1713
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.3M
Discretionary AUM
$377.3M
Team
10 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $57.0M |
| High net worth individuals | 64 | $241.1M |
| Pension/profit sharing plans | 10 | $18.5M |
| Charitable organizations | 2 | $57.9M |
| Corporations/business entities | 5 | $2.8M |
States served
GA, LA, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD