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Building 2PROVIDENCE LEGACY ADVISORS LLC

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Phone484 302 8343
NotebookSEC #801-134269
Total AUM
$174.8M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
484 302 8343

ReceiptFinancials

Total AUM
$174.8M
Accounts
11
Discretionary
$75M
Accounts
8
Non-Discretionary
$99.8M
Accounts
3

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
5
AUM
$47.2M
Charitable Organization Clients
1
AUM
$80.2M
Corporation or Business Clients
1
AUM
$47.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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

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