LEGACY ADVISORY SERVICES, LLC - Financial Advisor in Pennsylvania, Exton

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Exton

FirmCRD#:281762

SEC#:801-108292

No. of Advisors:4

No. of Clients:367

AUM:$8,094,993,369

FirmCRD#:287768

SEC#:801-110067

No. of Advisors:11

No. of Clients:2155

AUM:$1,118,721,297

FirmCRD#:285285

SEC#:801-108422

No. of Advisors:4

No. of Clients:36

AUM:$270,026,467

FirmCRD#:169823

SEC#:801-110664

No. of Advisors:4

No. of Clients:327

AUM:$259,636,000

FirmCRD#:116186

SEC#:801-123260

No. of Advisors:2

No. of Clients:80

AUM:$152,000,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PROWELL FINANCIAL MANAGEMENT, LLC

281762

801-108292

367

$8,094,993,369

MERIDIAN WEALTH PARTNERS, LLC

287768

801-110067

2155

$1,118,721,297

BIRCH RUN INVESTMENTS, LLC

285285

801-108422

$270,026,467

SUMMIT GROUP RETIREMENT PLANNERS, INC.

169823

801-110664

327

$259,636,000

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

116186

801-123260

$152,000,000