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ABS LEGACY PARTNERS, LLC
CRD 325604 · SEC 801-127615
3048 NORTH CENTER STREET, HICKORY, NC, 28601, United States
Phone
828-325-0655
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$670.8M
Discretionary AUM
$670.8M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.0M |
| High net worth individuals | 18 | $441.5M |
| Charitable organizations | 4 | $47.7M |
| Corporations/business entities | 8 | $180.6M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD