Legacy Advisors, LLC

RIASEC Registered
Total AUM
$5.2B
Discretionary
$5.1B
98% of AUM
Avg account
$2.3M
Accounts
2,297
Employees
50
Advisory reps
19

Firm details

Headquarters
Plymouth Meeting, Pennsylvania
CRD number
139830
Registered since
April 11, 2006
Website
legacyadvice.com
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.25%
  • Corporations / Businesses3.16%
  • Charitable Organizations2.79%
  • Individuals1.8%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Legacy Advisors, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (initial registration 2006) and acts as a capital allocator for both individuals/families and institutional clients. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Advisory services emphasize comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third-party advisers. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 5%, US Government Bonds 5%, State & Local Bonds 5%, Private Funds 5%, Cash & Cash Equivalents 5%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities5%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Private Funds5%

Owners & executives

2 of 2
  • Matthew Sgro

    Matthew Sgro

    Director of Finance & Chief Compliance OfficerCRD 6046266

  • Kelly Hansen

    Kelly Hansen

    Client CoordinatorCRD 6966186

Contacts

3 of 17
  • Ryan Rabinowitz

    Ryan Rabinowitz

    Client AdvisorCRD 5773422

  • John Steigerwald

    John Steigerwald

    Client AdvisorCRD 4453032

  • Thomas Riley

    Thomas Riley

    Wealth PlannerCRD 4044203

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 111

Active vs passive

$711M in ETFs

Passive

73%

$515M

Active

23%

$195M

ETFProviderStyleCategoryValueShares% of portfolio
GMO US QUALITY ETF (QLTY)GMOActiveLarge Blend$145M3,385,72620.43%
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Location

Primary office

Plymouth Meeting, PA

Montgomery

Location

Plymouth Meeting, PA

Headquartered in Plymouth Meeting, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
5 Apollo Rd
Time zone
ET (UTC-5)
Office locations

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