LEGACY ADVISORS, LLC - Financial Advisor in Pennsylvania, Plymouth Meeting

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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