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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 a...
133 Legacy
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
Who controls 133 Legacy?
No principals or controlling family members have been publicly identified. The firm has not been profiled in financial media nor appeared in disclosure-oriented databases, leaving its governance entirely opaque to external observers.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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