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LEGACY ADVISORS, LLC
CRD 139830 · SEC 801-66582
5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA, 19462, United States
Phone
610-943-3000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.17B
Discretionary AUM
$5.08B
Team
50 total employees; 25 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $93.0M |
| High net worth individuals | 282 | $4.77B |
| Charitable organizations | 6 | $144.4M |
| Corporations/business entities | 5 | $163.2M |
States served
AL, CA, GA, MD, NJ, NY, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD