Adviser Profile
| As of Date | 09/27/2024 |
| Registration status | Registration Changed to FINANCIAL LEGACY MANAGEMENT, INC. |
| ADV Location | LITTLE ROCK, AR, United States |
| Contact Info | 501 xxxxxxx |
| Websites |
| AUM* | 119,000,000 25% |
| of that, discretionary | 119,000,000 25% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 317,333 92% |
| % High Net Worth | 100.00% 450% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds