THE FINANCIAL LEGACY GROUP, LLC
Doing business as THE FINANCIAL LEGACY GROUP. SEC Form ADV profile.
Total regulatory AUM
$107,292,807
Discretionary
$107,292,807
Non-discretionary
$0
Firm details
- CRD number
- 287632
- SEC file number
- 801-135420
- Main office
- CHARLOTTE, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.