Overview
Assets Under Management: $546 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 922
Average Client Assets: $243,295
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 922
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.06
Average High-Net-Worth Client Assets: $243,295
Total Client Accounts: 2,892
Discretionary Accounts: 2,892
Regulatory Filings
CRD Number: 310441
Filing ID: 1991773
Last Filing Date: 2025-05-27 13:41:00
Website: https://legacycapitalplanners.com