Legacy Advisors

Trust Score 95%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Legacy Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 14 advisors. Legacy Advisors manages $1.6 billion and provides investment advisory services for 309 clients (1:23 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $5,029,520
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:23
Headquarters Plymouth Meeting, PA
SEC Filings Forms and Brochures    (CRD # 139830)
State(s) Registered AL, CA, CT, FL, GA, NJ, NY, PA, TX

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