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LEGEND ADVISORY, LLC
PALM BEACH GARDENS, FL
(866) 774-8671
SEC #801-13887Total AUM
$1.9B
Employees
303Clients
22,087Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4600 EAST PARK DRIVE
SUITE 300
PALM BEACH GARDENS
FL 33410-4258
United States
SUITE 300
PALM BEACH GARDENS
FL 33410-4258
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
(866) 774-8671
Other Offices
121
Financials
Total AUM
$1.9B
Accounts
26,328Discretionary
$1.3B
Accounts
19,552Non-Discretionary
$657.8M
Accounts
6,776
Clients
Individual Clients
21,823AUM
$1.9B
HNW Individual Clients
107AUM
$61.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
132AUM
$15.5M
Charitable Organization Clients
2AUM
$275.5K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
18AUM
$13.1M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
Felony ChargeOther Regulator False Statement/DishonestyPending Civil ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.