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LEGACY ADVISORS, LLC

Tel: 610-943-3000
5 Apollo Road, Suite 100
Plymouth Meeting, Pennsylvania  19462

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LEGACY ADVISORS, LLC

LEGACY ADVISORS, LLC is a Plymouth Meeting, Pennsylvania based financial advisory firm with nearly $3,635,326,096 in assets under management and provides investment advisory services for 2101 clients. There are currently 38 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

139830

SEC#:

801-66582

No. of Clients:

2101

Assets under Management

$3,635,326,096

No. of Advisors:

38

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