Penland Legacy Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Penland Legacy Advisors LLC
CRD #118937
SEC #801-61751
CIK #
AUM $113.6 MM (89% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Phone704-399-7010
Address2632 Highworth Lane
Charlotte, NC 28214
Source [IAPD]
Total AUM ($MM)
14011284562802001200720132020
Comparable Firms State AUM ($BB)
Castleton Partners LLC
NY 0.1
Parata Analytics Research
VA 0.1
Seed Planning Group LLC
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
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com