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THE FINANCIAL LEGACY GROUP
THE FINANCIAL LEGACY GROUP, LLC
CRD 287632 · SEC 801-135420
2108 SOUTH BLVD, SUITE 109, CHARLOTTE, NC, 28203, United States
Phone
704-469-6614
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.3M
Discretionary AUM
$107.3M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $17.7M |
| High net worth individuals | 62 | $85.0M |
| Charitable organizations | 1 | $215K |
| Corporations/business entities | 2 | $4.4M |
States served
NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD