LEGACY ADVISORS, LLC
Tel: 610-943-3000 5 Apollo Road, Suite 100 Plymouth Meeting, Pennsylvania 19462
About LEGACY ADVISORS, LLC
LEGACY ADVISORS, LLC is a Plymouth Meeting, Pennsylvania based financial advisory firm with nearly $3,635,326,096 in assets under management and provides investment advisory services for 2101 clients. There are currently 38 financial advisors at the firm.
General Information
Firm CRD#:
139830
Firm SEC#:
801-66582
Assets Under Management:
$3,635,326,096
No. of Clients:
2101
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
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