Investment adviser · CRD 324254

FIRST UNITED LEGACY ADVISORS

Investment adviser filing (IA)

FIRST UNITED LEGACY ADVISORS LLC

OAKLAND, MD, United States · Form ADV filed Jan 3, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 3, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

19 S. 2ND STREET
OAKLAND, MD, 21550, United States

CRD 324254

Filing source

Form ADV 1697346 · Jan 3, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.