FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$174,530,000
Discretionary
$173,530,000
Non-discretionary
$1,000,000
Firm details
- CRD number
- 314351
- SEC file number
- 801-132388
- Main office
- CARY, NC, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.familylegacync.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.