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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 04-07-2023
- Office Locations
- 1
Office Locations
About ABS Legacy Partners, LLC
ABS Legacy Partners, LLC is a registered investment adviser providing wealth management services built around comprehensive financial reporting and coordinated planning for individuals and families, including trust and charitable structures. The team consolidates financial and non-financial assets into a central view, documents legacy and philanthropic goals, and runs regular reviews. They facilitate clear coordination with clients’ legal, tax, and investment advisors, with tools for secure communications and bill pay.
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Investment Themes
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Technology
Owner & Executives
ANGELA B. SIMMONS
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, Manager, Managing Member, Owner
- CRD
- #4555736
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Noah K Hannon
--
- CRD
- #8298568
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $670,793,536 | $11,179,892 |
| Non-Discretionary | $0 | -- |
| Total | $670,793,536 | $11,179,892 |
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Separately Managed Accounts
Total SMA Asset: $670,793,536
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,831,209,226 | 23.2% |
| Corporate - Investment Grade | $1,515,483,497 | 19.2% |
| U.S. Government/Agency | $1,925,926,945 | 24.4% |
| Cash | $473,588,593 | 6.0% |
| Municipal Bonds | $1,326,048,060 | 16.8% |
| Other | $820,886,895 | 10.4% |
| Total | $7,893,143,216 | 100.0% |