LEGACY ADVISORS, LLC
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
FINTRXOverview
Legacy Advisors, LLC is an independent registered investment adviser that began SEC registration in 2006 and operates as a limited liability company. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Legacy uses a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — allowing flexibility across client relationships. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities5%
- US Government Bonds5%
- State & Local Bonds5%
- Private Funds5%
Owners & executives
2 of 2Kelly Hansen
Client CoordinatorCRD 6966186
MATTHEW SGRO
Director of Finance & Chief Compliance OfficerCRD 6046266
Contacts
3 of 16Robert Wurster
Portfolio AnalystCRD 7722693
THOMAS RILEY
Wealth PlannerCRD 4044203
RYAN RABINOWITZ
Client AdvisorCRD 5773422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$539M in ETFs
68%
$368M
26%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO US QUALITY ETF (QLTY) | GMO | Active | Large Blend | $128M | 3,529,734 | 23.74% |
Location
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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