LEGACY ADVISORY SERVICES, LLC

658 Exton Commons
Exton, Pennsylvania 19341
Tel: 610-524-6801

About LEGACY ADVISORY SERVICES, LLC

LEGACY ADVISORY SERVICES, LLC, formally registered with the SEC as LEGACY ADVISORY SERVICES, LLC. The firm was established in 06/16/2023. They have over 1 offices throughout the country.

LEGACY ADVISORY SERVICES, LLC is a Exton, Pennsylvania based Financial Planning firm with nearly $131,885,401 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147173
SEC#	801-128187
Assets Managed by Firm	$131,885,401
No. of Clients	341
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	341	$131,885,401
Individuals (other than high net worth individuals)	97	$36,404,664
High net worth individuals	33	$95,480,737

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