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LEGACY SOLUTIONS, LLC

Tel: 610-444-9920
206 N Union St
Kennett Square, Pennsylvania  19348

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LEGACY SOLUTIONS, LLC

LEGACY SOLUTIONS, LLC is a Kennett Square, Pennsylvania based financial advisory firm with nearly $163,923,630 in assets under management and provides investment advisory services for 613 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

323360

SEC#:

801-126819

No. of Clients:

613

Assets under Management

$163,923,630

No. of Advisors:

5

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