FINANCIAL LEGACY MANAGEMENT, INC.
Legal name: FINANCIAL LEGACY MANAGEMENT, NC.
CRD #136348 SEC #801-131149 LITTLE ROCK, AR 501-224-7526
SEC Registered
Total AUM
$135M
Discretionary
$135M
Employees
2
Clients
26
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $135M | $135M | $0 | 2 | 0 |
| Sep 2024 | $119M | $119M | $0 | 2 | 0 |
| Sep 2024 | $119M | $119M | $0 | 2 | 0 |
| Aug 2024 | $119M | $119M | $0 | 2 | 0 |
DateMar 2025
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients0