CHARIS LEGACY PARTNERS, LLC

CHARIS LEGACY PARTNERS
BRYAN, Texas·1 registered advisor·CRD# 311968
SEC# 801-1315320979-406-7875
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CHARIS LEGACY PARTNERS, LLC

1 registered advisor
Scott Ryan Monk
BRYAN, Texas
05

Office Locations

BRYAN, Texas
1 advisor

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Data sourced from SEC Form ADV filings. CHARIS LEGACY PARTNERS, LLC (CRD# 311968) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.