Family Legacy is an investment advisor in Greenville with $291.34 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
571025291
SEC advisor number
801-49710
FINRA CRD number
110945
AUM ?
$300.06 mm
(as of 18 Mar 24)
Accounts
248
(as of 18 Mar 24)
Employees
10
(10 investment advisory or research)
Address
Family Legacy
900 PENDLETON STREET
SUITE 200
GREENVILLE
SC 29601
900 PENDLETON STREET
SUITE 200
GREENVILLE
SC 29601
Phone
(864)233-0808
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22