LEGACY ADVISORS, LLC

5 Apollo Road, Suite 100
Plymouth Meeting, Pennsylvania 19462
Tel: 610-943-3000

About LEGACY ADVISORS, LLC

LEGACY ADVISORS, LLC, formally registered with the SEC as LEGACY ADVISORS, LLC. The firm was established in 04/11/2006. They have over 1 offices throughout the country.

LEGACY ADVISORS, LLC is a Plymouth Meeting, Pennsylvania based Financial Planning firm with nearly $3,635,326,096 assets under management, offering retirement planning & investment advisory services to 2101 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139830
SEC#	801-66582
Assets Managed by Firm	$3,635,326,096
No. of Clients	2101
No. of Advisors	38

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2101	$3,635,326,096
Individuals (other than high net worth individuals)	45	$3,232,897,560
High net worth individuals	175	$103,029,920
Charitable organizations	6	$137,214,496
Corporations or other businesses	10	$162,184,120

More Retirement Planning firms in Plymouth Meeting, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Plymouth Meeting, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.