Adviser Profile
| As of Date | 11/29/2024 |
| Registration status | Registration Changed to CHARIS LEGACY PARTNERS, LLC |
| ADV Location | BRYAN, TX, United States |
| Contact Info | 979 xxxxxxx |
| Websites |
| AUM* | 102,376,184 16% |
| of that, discretionary | 102,376,184 16% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 530,447 7% |
| % High Net Worth | 56.36% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds