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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Family Legacy Financial Solutions LLC
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|---|---|
| CRD # | 314351 |
| SEC # | 801-132388 |
| CIK # | 0002076068 |
| AUM | $140.0 M (2025-05-08) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 919-379-9000 |
| Address | 6501 Weston Pkwy Cary, NC 27513 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 8.5 | ||
| Lilly Eli & Co | 6.7 | ||
| Perkinelmer Inc | 5.4 | ||
| Danaher Corp /DE/ | 5.2 | ||
| Stryker Corp | 4.3 | ||
| Palo Alto Networks Inc | 2.1 | ||
| Nvidia Corp | 2.0 | ||
| SAP SE | 1.8 | ||
| Marvell Technology Inc | 1.6 | ||
| Waste Management Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 21.0 |
| (b) Individuals (high net worth individuals) | 45 | 119.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 756 | 140.0 |
| By Discretionary | ||
| Discretionary | 750 | 139.0 |
| Non-Discretionary | 6 | 1.0 |
| Total | 756 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 756 | 140.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002076068] |
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