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FINANCIAL LEGACY MANAGEMENT, NC.
FINANCIAL LEGACY MANAGEMENT, INC.
CRD 136348 · SEC 801-131149
13 OFFICE PARK DRIVE, LITTLE ROCK, AR, 72211, United States
Phone
501-224-7526
Fax
501-325-4309
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.0M
Discretionary AUM
$155.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER FOR FINANCIAL PLANNING
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 350 | $155.0M |
States served
AR
All web addresses on file
Official SEC filing: View on IAPD