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Building 2LEGACY ADVISORS, LLC

Map pinPLYMOUTH MEETING, PA
Phone610-943-3000
NotebookSEC #801-66582
Total AUM
$5.2B
Employees
50
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 APOLLO ROAD, SUITE 100
PLYMOUTH MEETING
PA 19462
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
610-943-3000

ReceiptFinancials

Total AUM
$5.2B
Accounts
2,297
Discretionary
$5.1B
Accounts
2,246
Non-Discretionary
$89.7M
Accounts
51

ContactClients

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Individual Clients
24
AUM
$93M
HNW Individual Clients
282
AUM
$4.8B
Charitable Organization Clients
6
AUM
$144.4M
Corporation or Business Clients
5
AUM
$163.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLGAMDNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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