Overview
Assets Under Management: $4.2 billion
Headquarters: PLYMOUTH MEETING, PA
High-Net-Worth Clients: 185
Average Client Assets: $21 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.12
Average High-Net-Worth Client Assets: $21 million
Total Client Accounts: 2,257
Discretionary Accounts: 2,195
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 139830
Filing ID: 1958160
Last Filing Date: 2025-03-17 07:12:00
Website: https://legacyadvice.com