1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LEGACY SOLUTIONS, LLC

Map pinKENNETT SQUARE, PA
Phone610-444-9920
NotebookSEC #801-126819
Total AUM
$243.8M
Employees
6
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
206 N UNION ST
KENNETT SQUARE
PA 19348
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
610-444-9920
Other Offices
2

ReceiptFinancials

Total AUM
$243.8M
Accounts
729
Discretionary
$243.8M
Accounts
729
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
170
AUM
$62.9M
HNW Individual Clients
79
AUM
$180.6M
Corporation or Business Clients
1
AUM
$355.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account