Dakota
Dakota
Book a Demo
Talk to an Expert

ABS Legacy Partners

EST. AUM
$670,793,536

CONTACTS
1

CLIENT ACCOUNTS
60

Firm Details

Metro area Charlotte
CRD Number 325604
Website abslegacypartners.com
Client types

Overview

ABS Legacy Partners seeks to provide a holistic approach to ensuring a client's financial and personal legacy. Angela Simmons has 30 years of experience monitoring financial, legal, and tax structures to protect and secure personal assets. Their goal is to provide services that relieve stress from ongoing administration and incorporate a client's personal story and values so they can pass down all of their legacy to future generations. They want to help clients focus on what matters most.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy