LEGACY EDGE ADVISORS
Tel: 516-447-4200 485 Underhill Blvd. Suite 100 Syosset, New York 11791
About LEGACY EDGE ADVISORS
LEGACY EDGE ADVISORS is a Syosset, New York based financial advisory firm with nearly $626,960,009 in assets under management and provides investment advisory services for 893 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
328064
Firm SEC#:
801-128842
Assets Under Management:
$626,960,009
No. of Clients:
893
No. of Advisors:
12
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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