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| Happy Holidays!! thanks for using AUM13F!! |
| ABS Legacy Partners LLC
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|---|---|
| CRD # | 325604 |
| SEC # | 801-127615 |
| CIK # | |
| AUM | $615.5 M (2025-03-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 828-325-0655 |
| Address | 3048 North Center Street Hickory, NC 28601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.3 |
| (b) Individuals (high net worth individuals) | 18 | 392.5 |
| (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 | 4 | 50.0 |
| (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 | 8 | 172.7 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 615.5 |
| By Discretionary | ||
| Discretionary | 58 | 615.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 615.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.5 | |
| Total | 58 | 615.5 |
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|---|---|---|
|
Hughes Financial Services LLC
✚
|
VA | 0.6 |
|
Oak Grove Capital LLC
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|
0.6 | |
|
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|
Bryant Woods Investment Advisors LLC
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NY | 0.6 |
|
Bond & Devick Financial Network Inc
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|
MN | 0.6 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.6 |
|
Clarity Capital KCPS Ltd
✚
|
0.6 | |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.6 |
|
WMG Financial Advisors LLC
✚
|
TN | 0.6 |
|
Lazari Capital Management Inc
✚
|
CA | 0.6 |