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LEGEND FINANCIAL ADVISORS INC
CRD 108207 · SEC 801-44704
5700 CORPORATE DRIVE, SUITE 350, PITTSBURGH, PA, 15237, United States
Phone
412-635-9210
Fax
412-635-9213
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$389.9M
Discretionary AUM
$389.9M
Team
11 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $48.9M |
| High net worth individuals | 117 | $329.1M |
| Pension/profit sharing plans | 2 | $11.3M |
| Charitable organizations | 1 | $167K |
| Corporations/business entities | 1 | $389K |
States served
AZ, MD, NJ, NC, PA, TX, NH
All web addresses on file
- HTTPS://WWW.LEGEND-FINANCIAL.COM
- https://www.facebook.com/legendfinancialadvisors
- https://www.linkedin.com/company/legend-financial-advisors-inc.
- https://twitter.com/LegendFinancial
- https://www.instagram.com/legendfinancialadvisors/
- https://www.youtube.com/user/legendfinancialadvis
- https://twitter.com/jamesholtzman
- https://www.linkedin.com/in/jimholtzman/
Official SEC filing: View on IAPD