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Building 2LEGACY INVESTMENT ADVISORS, LLC

Map pinVOORHEES, NJ
Phone856-751-1331
NotebookSEC #801-33110
Total AUM
$4.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 MAIN STREET PLAZA
SUITE 200 B
VOORHEES
NJ 08043
USA
Operating Hours
8:00 AM TO 5:30 PM
Monday - Friday
Phone
856-751-1331

ReceiptFinancials

Total AUM
$4.7M
Accounts
26
Discretionary
$4.7M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
NJ

HandshakeAffiliates

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

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