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LEGACY ADVISORY SERVICES, LLC
CRD 147173 · SEC 801-128187
658 EXTON COMMONS, EXTON, PA, 19341, United States
Phone
610-524-6801
Fax
610-524-6806
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.9M
Discretionary AUM
$156.9M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $28.8M |
| High net worth individuals | 48 | $128.1M |
States served
PA, WV, FL
All web addresses on file
Official SEC filing: View on IAPD