CHARIS LEGACY PARTNERS, LLC
Legal name: CHARIS LEGACY PARTNERS
CRD #311968 SEC #801-131532 BRYAN, TX 979-406-7875
SEC Registered
Total AUM
$117.2M
Discretionary
$109.5M
Employees
1
Clients
51
Accounts
196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $117.2M | $109.5M | $7.7M | 1 | 1 |
| Oct 2024 | $102.4M | $102.4M | $0 | 1 | 0 |
DateJan 2025
Total AUM$117.2M
Discretionary$109.5M
Non-Disc.$7.7M
Employees1
Clients1
DateOct 2024
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients0