LEGEND FINANCIAL ADVISORS INC

5700 Corporate Drive
Suite 350
Pittsburgh, Pennsylvania 15237
Tel: 412-635-9210

About LEGEND FINANCIAL ADVISORS INC

LEGEND FINANCIAL ADVISORS INC, formally registered with the SEC as LEGEND FINANCIAL ADVISORS INC. The firm was established in 09/14/1993. They have over 1 offices throughout the country.

LEGEND FINANCIAL ADVISORS INC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $308,473,044 assets under management, offering retirement planning & investment advisory services to 1076 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108207
SEC#	801-44704
Assets Managed by Firm	$308,473,044
No. of Clients	1076
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1076	$308,473,044
Individuals (other than high net worth individuals)	112	$54,751,082
High net worth individuals	101	$245,705,570
Pension and profit sharing plans	2	$7,884,103
Charitable organizations	1	$132,289

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