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133 Legacy
133 Legacy Planning Group LLC provides kingdom-oriented financial planning. The firm offers asset management, financial planning, and ERISA plan services as...
Overview
133 Legacy Planning Group LLC provides kingdom-oriented financial planning. The firm offers asset management, financial planning, and ERISA plan services as a 3(21) advisor, including help with investment goals, retirement strategy, and estate preservation. Advisory services are offered by 133 Legacy, an Investment Advisor in the State of South Carolina.
General information
Firm type
RIA
Principals
Patrick Burke
Independent agent
Sector focus
Frequently asked questions
How large is 133 Legacy's asset base?
No AUM or deployment figure has been publicly reported. In the absence of disclosure, the office's scale cannot be estimated with any reliability.
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