Overview
Assets Under Management: $2.4 billion
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 5,205
Average Client Assets: $0.2 million
Frequently Asked Questions
LEGEND ADVISORY, 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 #104761), LEGEND ADVISORY, LLC is subject to fiduciary duty under federal law.
LEGEND ADVISORY, LLC is headquartered in PALM BEACH GARDENS, FL.
LEGEND ADVISORY, LLC serves 5,205 high-net-worth clients according to their SEC filing dated October 09, 2018. View client details ↓
According to their SEC Form ADV, LEGEND ADVISORY, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
LEGEND ADVISORY, LLC manages $2.4 billion in client assets according to their SEC filing dated October 09, 2018.
According to their SEC Form ADV, LEGEND ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5,205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.25%
Average Client Assets: $0.2 million
Total Client Accounts: 28,873
Discretionary Accounts: 21,924
Non-Discretionary Accounts: 6,949
Regulatory Filings
CRD Number: 104761
Filing ID: 1240773
Last Filing Date: 2018-10-09 18:44:00