Penland Legacy Advisors LLC
- Assets, Funds, Holdings
| Penland Legacy Advisors LLC
|
| CRD # | 118937 |
| SEC # | 801-61751 |
| CIK # | |
| AUM |
|
| Employees |
3 (33% Investors, 0% Brokers)
|
| Phone | 704-399-7010 |
| Address | 2632 Highworth Lane
Charlotte, NC 28214 |
| Source |
[IAPD]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
110
|
31.5 |
| (b) Individuals (high net worth individuals) |
30
|
78.5 |
| (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 |
3 |
3.6 |
| (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 |
448 |
113.6 |
| By Discretionary |
| Discretionary |
375 |
100.7 |
| Non-Discretionary |
73 |
12.9 |
| Total |
448 |
113.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
113.6 |
| Total |
448 |
113.6 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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