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| Legacy Advisors LLC
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| |
|---|---|
| CRD # | 139830 |
| SEC # | 801-66582 |
| CIK # | 0001730810, 0001720969 |
| AUM | $3.6 BB (2024-05-16) |
| Employees | 38 (58% Investors, 32% Brokers) |
| Phone | 610-943-3000 |
| Address | 5 Apollo Road, Suite 100 Plymouth Meeting, PA 19462 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MTZ | 5,535.2 | 106.4 | |
| VERX | 1,710.5 | 78.0 | |
| AAPL | 2,382,844.0 | 30.9 | |
| MSFT | 1,918,222.4 | 23.8 | |
| META | 434,852.0 | 17.2 | |
| AMZN | 1,092,997.8 | 13.1 | |
| GOOGL | 1,475,138.5 | 12.6 | |
| NVDA | 399,550.0 | 11.6 | |
| BSY | 9,827.9 | 9.5 | |
| JNJ | 465,600.2 | 8.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 3.2 |
| (b) Individuals (high net worth individuals) | 175 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,101 | 3.6 |
| By Discretionary | ||
| Discretionary | 2,057 | 3.6 |
| Non-Discretionary | 44 | 0.1 |
| Total | 2,101 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 2,101 | 3.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
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|---|---|---|
|
Shapiro Capital Management LLC
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|
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Salem Investment Counselors Inc
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Tectonic Advisors LLC
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TX | 3.6 |
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Weaver C Barksdale & Associates Inc
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TN | 3.6 |
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NJ | 3.6 |
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R Squared BM LLC
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CA | 3.6 |