Multi-Family OfficeRIA · CRD 136348SEC-Registered

Updated:

Financial Legacy Management

Financial Legacy Management, NC, is an SEC-registered investment adviser in Little Rock, AR, since 2024. The firm manages approximately $155 million in assets.

Financial Legacy Management

Financial Legacy Management, NC, is an SEC-registered investment adviser in Little Rock, AR, since 2024. The firm manages approximately $155 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What is Financial Legacy Management?

Financial Legacy Management is a multi family office based in United States.

Where is Financial Legacy Management headquartered?

Financial Legacy Management is headquartered in United States, in the North America region.

What does Altss track for Financial Legacy Management?

Altss maintains an OSINT-verified profile of Financial Legacy Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Financial Legacy Management?

Financial Legacy Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Financial Legacy Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Financial Legacy Management's Altss profile last updated?

Financial Legacy Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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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