LEGACY SOLUTIONS, LLC
Tel: 610-444-9920 206 N Union St Kennett Square, Pennsylvania 19348
About LEGACY SOLUTIONS, LLC
LEGACY SOLUTIONS, LLC is a Kennett Square, Pennsylvania based financial advisory firm with nearly $163,923,630 in assets under management and provides investment advisory services for 613 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
323360
Firm SEC#:
801-126819
Assets Under Management:
$163,923,630
No. of Clients:
613
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
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