FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
Investment Advice|CARY, NC|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$140M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 139.0M |
| Non-Discretionary | 1.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 314351 |
| SEC Number | 801-132388 |
| Street Address | 6501 WESTON PKWY |
| Street Address 2 | SUITE #300 |
| Location | CARY, NC 27513 |
| Country | United States |
| Phone | 919-379-9000 |
| Total Employees | 4 |
| Business Types | insurance_broker, financial_product_sales |
Client Count by Type (345 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 300 |
| High Net Worth Individual… | 45 |
County data not available for this organization.