LEGACY ADVISORY SERVICES, LLC
Tel: 610-524-6801 658 Exton Commons Exton, Pennsylvania 19341
About LEGACY ADVISORY SERVICES, LLC
LEGACY ADVISORY SERVICES, LLC is a Exton, Pennsylvania based financial advisory firm with nearly $131,885,401 in assets under management and provides investment advisory services for 341 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
147173
Firm SEC#:
801-128187
Assets Under Management:
$131,885,401
No. of Clients:
341
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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