Penland Legacy Advisors, LLC
Penland Legacy Advisors, LLC (CRD# 118937) is a financial advisory firm headquartered in Charlotte, NC. They manage $113,634,958 in 448 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Penland Legacy Advisors, LLC
By the Numbers
-
Total Assets Under Management114MILLION
-
Total Number of Accounts448ACCOUNTS
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Average Account Value$253,649
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, TX
Financial Advisors at Penland Legacy Advisors, LLC
No Advisor Found.
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