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Building 2LEGEND FINANCIAL ADVISORS INC

Map pinPITTSBURGH, PA
Phone412-635-9210
NotebookSEC #801-44704
Total AUM
$389.9M
Employees
11
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 CORPORATE DRIVE
SUITE 350
PITTSBURGH
PA 15237
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
412-635-9210

ReceiptFinancials

Total AUM
$389.9M
Accounts
219
Discretionary
$389.9M
Accounts
219
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$48.9M
HNW Individual Clients
117
AUM
$329.1M
Pension/Profit Sharing Plan Clients
2
AUM
$11.3M
Charitable Organization Clients
1
AUM
$166.5K
Corporation or Business Clients
1
AUM
$389.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMDNCNHNJPATX

HandshakeAffiliates

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

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