|
⚲
|
| Keyboard |
| Legacy Advisors LLC
✚
|
|
|---|---|
| CRD # | 139830 |
| SEC # | 801-66582 |
| CIK # | 0001730810, 0001720969 |
| AUM | 5,168.7 M (2026-03-26) |
| Employees | 50 (50% Investors, 26% Brokers) |
| Phone | 610-943-3000 |
| Address | 5 Apollo Road, Suite 100 Plymouth Meeting, PA 19462 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001730810 0001720969 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.0 | ||
| Mastec Inc | 30.2 | ||
| Facebook Inc | 16.7 | ||
| Alphabet Inc | 16.3 | ||
| Vertex Inc | 16.0 | ||
| Amazon Com Inc | 12.9 | ||
| Microsoft Corp | 12.0 | ||
| Nvidia Corp | 10.0 | ||
| Amazon HoldCo Inc | 9.1 | ||
| Johnson & Johnson | 8.6 | ||
| Alphabet Inc | 7.7 | ||
| Uber Technologies Inc | 7.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 0.1 |
| (b) Individuals (high net worth individuals) | 282 | 4.8 |
| (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 | 5 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,297 | 5.2 |
| By Discretionary | ||
| Discretionary | 2,246 | 5.1 |
| Non-Discretionary | 51 | 0.1 |
| Total | 2,297 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 2,297 | 5.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001720969] | |
| 13F-HR | [0001730810] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Venture Visionary Partners LLC
✚
|
OH | 5,242.2 M |
|
Stockman Wealth Management Inc
✚
|
MT | 5,236.0 M |
|
Gentrust LLC
✚
|
FL | 5,202.1 M |
|
Davidson Investment Advisors Inc
✚
|
MT | 5,200.2 M |
|
Krilogy Financial LLC
✚
|
MO | 5,195.6 M |
|
Jefferies Investment Advisers LLC
✚
|
NY | 5,154.6 M |
|
Tectonic Advisors LLC
✚
|
TX | 5,141.6 M |
|
RNC Capital Management LLC
✚
|
CA | 5,098.1 M |
|
Moran Wealth Management LLC
✚
|
FL | 5,095.8 M |
|
Advisor OS LLC
✚
|
IL | 5,093.2 M |