Overview
Assets Under Management: $4.2 billion
Headquarters: PLYMOUTH MEETING, PA
High-Net-Worth Clients: 185
Average Client Assets: $21 million
Frequently Asked Questions
LEGACY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139830), LEGACY ADVISORS, LLC is subject to fiduciary duty under federal law.
LEGACY ADVISORS, LLC is headquartered in PLYMOUTH MEETING, PA.
LEGACY ADVISORS, LLC serves 185 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, LEGACY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LEGACY ADVISORS, LLC manages $4.2 billion in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, LEGACY ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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