FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD #314351 SEC #801-132388 CARY, NC 919-379-9000
SEC Registered
Total AUM
$140M
Discretionary
$139M
Employees
4
Clients
251
Accounts
756
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $140M | $139M | $1M | 4 | 0 |
| May 2025 | $140M | $139M | $1M | 4 | 0 |
| Apr 2025 | $140M | $139M | $1M | 4 | 0 |
| Mar 2025 | $140M | $139M | $1M | 4 | 0 |
DateMay 2025
Total AUM$140M
Discretionary$139M
Non-Disc.$1M
Employees4
Clients0
DateMay 2025
Total AUM$140M
Discretionary$139M
Non-Disc.$1M
Employees4
Clients0
DateApr 2025
Total AUM$140M
Discretionary$139M
Non-Disc.$1M
Employees4
Clients0
DateMar 2025
Total AUM$140M
Discretionary$139M
Non-Disc.$1M
Employees4
Clients0