Overview
Assets Under Management: $181 million
Headquarters: HAMBURG, NY
High-Net-Worth Clients: 134
Average Client Assets: $1 million
Frequently Asked Questions
SAPERSTON LEGACY ADVISORS, INC. 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 #105849), SAPERSTON LEGACY ADVISORS, INC. is subject to fiduciary duty under federal law.
SAPERSTON LEGACY ADVISORS, INC. is headquartered in HAMBURG, NY.
SAPERSTON LEGACY ADVISORS, INC. serves 134 high-net-worth clients according to their SEC filing dated February 28, 2026. View client details ↓
According to their SEC Form ADV, SAPERSTON LEGACY ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
SAPERSTON LEGACY ADVISORS, INC. manages $181 million in client assets according to their SEC filing dated February 28, 2026.
According to their SEC Form ADV, SAPERSTON LEGACY ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.06
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 436
Discretionary Accounts: 371
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 105849
Filing ID: 2062059
Last Filing Date: 2026-02-28 15:45:30