Penland Legacy Advisors LLC


Assets, Funds, Holdings

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Penland Legacy Advisors LLC
CRD #118937
SEC #801-61751
AUM $113.6 MM (89% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Address2632 Highworth Lane
Charlotte, NC 28214
Source [IAPD]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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NY 0.1
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VA 0.1
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NY 0.1
Ables Iannone Moore & Associates Inc
GA 0.1
IMUS Wilkinson Investment Management LLC
AZ 0.1
Capital Management Advisors Inc
GA 0.1
TAM Financial Advisors LLC
MD 0.1
Salvus Wealth Management LLC
NJ 0.1
IKE Capital LLC
NY 0.1
E2I Advisors LLC
OR 0.1
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