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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
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|
CA | 0.5 |
|
ARK & TLK Investments LLC
✚
|
OK | 0.5 |
|
Signal Securities Inc
✚
|
TX | 0.5 |
|
Gradient Capital Advisors LLC
✚
|
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 |