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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Advisors LLC
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|---|---|
| CRD # | 139830 |
| SEC # | 801-66582 |
| CIK # | 0001720969, 0001730810 |
| AUM | $4.2 B (2025-03-17) |
| Employees | 38 (58% Investors, 32% Brokers) |
| Phone | 610-943-3000 |
| Address | 5 Apollo Road, Suite 100 Plymouth Meeting, PA 19462 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.7 | ||
| Vertex Inc | 1.3 | ||
| Uber Technologies Inc | 1.0 | ||
| Mastec Inc | 0.6 | ||
| Bentley Systems Inc | 0.6 | ||
| Apple Inc | 0.1 | ||
| Fulton Financial Corp | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.2 |
| (b) Individuals (high net worth individuals) | 185 | 3.9 |
| (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 | 5 | 0.0 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,257 | 4.2 |
| By Discretionary | ||
| Discretionary | 2,195 | 3.8 |
| Non-Discretionary | 62 | 0.3 |
| Total | 2,257 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 2,257 | 4.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
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