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Home > Retirement Planners > pennsylvania > exton > LEGACY ADVISORY SERVICES, LLC
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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