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The Financial Legacy Group
THE FINANCIAL LEGACY GROUP is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2026. The firm manages approximately $107 million in...
Overview
THE FINANCIAL LEGACY GROUP is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2026. The firm manages approximately $107 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does The Financial Legacy Group source proprietary deal flow?
There is no public information on how The Financial Legacy Group sources deals. Multi-family offices often access deal flow through networks of family offices, investment banks, and co-investment platforms, but the firm has not disclosed its specific sourcing model.
Which sectors does The Financial Legacy Group explicitly avoid?
No public information exists on sectors the firm avoids. Multi-family offices often maintain discretion about their sector preferences to protect competitive advantage, so this is not unusual.
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