Investment adviser · CRD 139830
LEGACY ADVISORS, LLC
Investment adviser filing (IA)
PLYMOUTH MEETING, PA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $5.17B Form ADV · Item 5.F
- Client accounts
- 2,297 Accounts, not individual clients
- Employees
- 50 Reported in this filing
- Advisory professionals
- 25 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 282 | $4,768,089,900 | 92.2% |
| Corporations & businesses | 5 | $163,219,063 | 3.2% |
| Charities | 6 | $144,418,909 | 2.8% |
| Individuals | 24 | $92,994,562 | 1.8% |
Filing source
Form ADV 2045782 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5 APOLLO ROAD, SUITE 100PLYMOUTH MEETING, PA, 19462, United States
CRD 139830
Filing source
Form ADV 2045782 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.