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
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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