$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier pathway
- Established Date
- 01-04-2024
- Office Locations
- 1
Office Locations
-- Campobello SC
About 133 Legacy
133 Legacy Planning Group LLC is a South Carolina-registered investment adviser providing asset management, financial planning, and ERISA plan services. The firm works with individuals and families and also supports qualified retirement plans as a 3(21) advisor. Portfolios include ETFs and other public funds, with custody reported through platforms such as Schwab and Altruist.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
$93.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Unison Atlas insight
Client Personas
Unison beacon
Investment Themes
Foundation frontier Quantum
Investment Vehicles
Zenith
Services
Prime Glacier frontier Catalyst frontier Summit oak Catalyst
Technology
Timber radial
Owner & Executives
P
Patrick Mathias Burke JR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6783359
- Ownership
- 75% or more
(812) 378-3765
peak.vertex@meridiancapital.com
in linkedin.com/in/value-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,276,757 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,276,757 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,276,757
Public Funds:
34.1% Equity - Exchange:
21.9% Cash:
24.9% Derivatives:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,354,350,151 | 34.1% |
| Equity - Exchange | $1,512,031,328 | 21.9% |
| Cash | $1,719,158,908 | 24.9% |
| Derivatives | $1,318,712,254 | 19.1% |
| Total | $6,904,252,641 | 100.0% |