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FAMILY LEGACY, INC.

GREENVILLE, SC · CRD 110945 · IAPD ↗ · familylegacyinc.com · (864) 233-0808

$377.3MRegulatory AUM
10Advisory reps
10Employees
3Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2024 — FAMILY LEGACY, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.