LEGACY SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$243,826,836
Discretionary
$243,826,836
Non-discretionary
$0
Firm details
- CRD number
- 323360
- SEC file number
- 801-126819
- Main office
- KENNETT SQUARE, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.legacysolutions.org/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.