LEGACY ADVISORY GROUP, INC.

CRD 131895

3087 INNOVATION WAY, HERMITAGE, PA, 16148, United States

Phone

724-983-1617

Fax

724-347-0625

Registration

— (—)

Source

State registered

Total AUM

$377K

Discretionary AUM

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-28

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Official SEC filing: View on IAPD