LEGACY ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$5,168,722,434
Discretionary
$5,078,980,898
Non-discretionary
$89,741,536
Firm details
- CRD number
- 139830
- SEC file number
- 801-66582
- Main office
- PLYMOUTH MEETING, PA, United States
- Employees
- 50
- SEC status
- Approved
- Website
- HTTP://WWW.LEGACYADVICE.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.