FAMILY LEGACY ADVISORS INC
CRD #109039 SEC #801-54236 DALLAS, TX 972-620-2020
SEC Registered
Total AUM
$50.8M
Discretionary
$41.7M
Employees
5
Clients
26
Accounts
365
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ORRED, RICHARD, DANIEL | I | PRESIDENT | NA | |
| KENDALL, GREER, ALAN | I | CHAIRMAN AND CEO | E | Control |
Registrations
Federal
IA
Oct 8, 2001 REGISTERED
Address
1501 LBJ FREEWAYSUITE 205
DALLAS, TX 75234
USA
Phone: 972-620-2020