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Building 2LEGACY EDGE ADVISORS

Map pinSYOSSET, NY
Phone516-447-4200
NotebookSEC #801-128842
Total AUM
$1.2B
Employees
18
Clients
532

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
485 UNDERHILL BLVD.
SUITE 100
SYOSSET
NY 11791
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
516-447-4200
Other Offices
5

ReceiptFinancials

Total AUM
$1.2B
Accounts
532
Discretionary
$1.2B
Accounts
532
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$43.7M
HNW Individual Clients
442
AUM
$1.2B
Corporation or Business Clients
2
AUM
$536.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDNCNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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