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LEGACY ADVISORY SERVICES, LLC

Tel: 610-524-6801
658 Exton Commons
Exton, Pennsylvania  19341

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LEGACY ADVISORY SERVICES, LLC

LEGACY ADVISORY SERVICES, LLC is a Exton, Pennsylvania based financial advisory firm with nearly $131,885,401 in assets under management and provides investment advisory services for 341 clients. There are currently 3 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

Firm CRD#:

147173

SEC#:

801-128187

No. of Clients:

341

Assets under Management

$131,885,401

No. of Advisors:

3

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