Legacy South Inc is a large advisory firm based in Atlanta. It manages $367.16 million of regulatory assets for 505 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Legacy South provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Legacy South Inc is $367.16 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Legacy South Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Phillip Miller Larkins has been acting as President since 1 Dec 1995. John Oglesby joined the executive team most recently as the Secretary/Treasurer.
The principal office where Legacy South Inc performs its advisory services is located at 3350 Riverwood Pkwy, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-933-2140 or by fax 770-933-2148. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at legacysouth.com.