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ABS Legacy Partners LLC
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CRD # | 325604 |
SEC # | 801-127615 |
CIK # | |
AUM | $546.5 MM (2024-03-26) |
Employees | 4 (25% Investors, 0% Brokers) |
Phone | 828-325-0655 |
Address | 3048 North Center Street Hickory, NC 28601 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 5 | 0.3 |
(b) Individuals (high net worth individuals) | 17 | 339.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 3 | 41.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 166.0 |
(n) Other | 0 | 0.0 |
Total | 45 | 546.5 |
By Discretionary | ||
Discretionary | 45 | 546.5 |
Non-Discretionary | 0 | 0.0 |
Total | 45 | 546.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 546.5 | |
Total | 45 | 546.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
New World Advisors LLC
✚
|
MA | 0.5 |
Capital Investment Counsel LLC
✚
|
CO | 0.5 |
EWG Elevate Inc
✚
|
CA | 0.5 |
ARK & TLK Investments LLC
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|
OK | 0.5 |
Signal Securities Inc
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|
TX | 0.5 |
Gradient Capital Advisors LLC
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|
CA | 0.5 |
Delap Wealth Advisory LLC
✚
|
OR | 0.5 |
Rowling & Associates LLC
✚
|
CA | 0.5 |
Paragon Capital Management LLC
✚
|
KS | 0.5 |
Fiduciary Financial Group LLC
✚
|
CA | 0.5 |