Legacy Advisory Services, LLC
Firm details
- Headquarters
- Exton, Pennsylvania
- CRD number
- 147173
- Registered since
- June 16, 2023
- Website
- www.legacyadvisorypa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.63%
- Individuals18.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Advisory Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2023) and focuses on serving individual and family clients, with portfolio management and financial planning for individuals and small businesses as its primary advisory services. Its billing combines a percentage-of-AUM fee with the option for hourly charges. Legacy does not market itself as an ESG investor, does not act as a pension consultant, and is not structured as a multi-state adviser; it also does not operate as a capital allocator. The firm lists an affiliation with an insurance company in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Contacts
3 of 3Adam Varrenti
Partner, AdvisorCRD 4283086
Martin Gruszka
PartnerCRD 4697790
Richard Wiedl
Managing PartnerCRD 2957396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$158M in ETFs
58%
$91.2M
11%
$66.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17.2M | 191,471 | 10.89% |
Location
Exton, PA
Chester
Location
Exton, PA
Headquartered in Exton, 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
- Chester
- Address
- 658 Exton Cmns
- Time zone
- ET (UTC-5)
- Office locations
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