Legacy Advisors LLC

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Legacy Advisors LLC
CRD #139830
SEC #801-66582
CIK #0001730810, 0001720969
AUM $3.6 BB (2024-05-16)
Employees 38 (58% Investors, 32% Brokers)
Phone610-943-3000
Address5 Apollo Road, Suite 100
Plymouth Meeting, PA 19462
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02005201120182025
CIK Period
0001730810 0001720969
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Mastec Inc 5,535.2 106.4
Vertex Inc 1,710.5 78.0
Apple Inc 2,382,844.0 30.9
Microsoft Corp 1,918,222.4 23.8
Facebook Inc 434,852.0 17.2
Amazon Com Inc 1,092,997.8 13.1
Alphabet Inc 1,475,138.5 12.6
Nvidia Corp 399,550.0 11.6
Bentley Systems Inc 9,827.9 9.5
Johnson & Johnson 465,600.2 8.6
Uber Technologies Inc 43,357.6 8.3
Alphabet Inc 1,482,566.4 7.2
Lilly Eli & Co 301,789.7 6.5
UnitedHealth Group Inc 477,004.0 5.9
Marsh & McLennan Companies Inc 77,651.1 5.9
Accenture PLC 179,517.0 4.9
J P Morgan Chase & Co 340,169.2 4.9
Fulton Financial Corp 2,358.3 4.8
PepsiCo Inc 226,773.9 4.8
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 45 3.2
(b) Individuals (high net worth individuals) 175 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 0.2
(n) Other 0 0.0
Total 2,101 3.6
By Discretionary
Discretionary 2,057 3.6
Non-Discretionary 44 0.1
Total 2,101 3.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.6
Total 2,101 3.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001720969]
13F-HR [0001730810]
Comparable Firms State AUM ($BB)
Shapiro Capital Management LLC
GA 3.7
Nicolet Advisory Services LLC
WI 3.7
Heritage Investors Management Corp
MD 3.7
Mozaic LLC
CA 3.6
Wellspring Financial Advisors LLC
OH 3.6
Salem Investment Counselors Inc
NC 3.6
Tectonic Advisors LLC
TX 3.6
Weaver C Barksdale & Associates Inc
TN 3.6
PGIM Custom Harvest LLC
NJ 3.6
R Squared BM LLC
CA 3.6
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