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LEGACY EDGE ADVISORS

Tel: 516-447-4200
485 Underhill Blvd.
Suite 100
Syosset, New York  11791

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LEGACY EDGE ADVISORS

LEGACY EDGE ADVISORS is a Syosset, New York based financial advisory firm with nearly $626,960,009 in assets under management and provides investment advisory services for 893 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

328064

SEC#:

801-128842

No. of Clients:

893

Assets under Management

$626,960,009

No. of Advisors:

12

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