Overview
Assets Under Management: $164 million
Headquarters: KENNETT SQUARE, PA
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 613
Discretionary Accounts: 613
Regulatory Filings
CRD Number: 323360
Last Filing Date: 2024-03-23 00:00:00
Website: https://legacysolutions.org