Overview
Assets Under Management: $157 million
Headquarters: EXTON, PA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
LEGACY ADVISORY SERVICES, 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 #147173), LEGACY ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
LEGACY ADVISORY SERVICES, LLC is headquartered in EXTON, PA.
LEGACY ADVISORY SERVICES, LLC serves 48 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, LEGACY ADVISORY SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LEGACY ADVISORY SERVICES, LLC manages $157 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, LEGACY ADVISORY SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 325
Discretionary Accounts: 325
Regulatory Filings
CRD Number: 147173
Filing ID: 2053573
Last Filing Date: 2026-02-27 12:57:00