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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Advisory Services LLC
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| CRD # | 147173 |
| SEC # | 801-128187 |
| CIK # | 0002068847 |
| AUM | $142.4 M (2025-03-14) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 610-524-6801 |
| Address | 658 Exton Commons Exton, PA 19341 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| East West Bancorp Inc | 0.7 | |
| Broadcom Inc | 0.7 | |
| BlackRock Inc | 0.7 | |
| VISA Inc | 0.7 | |
| AutoNation Inc | 0.6 | |
| Shopify Inc | 0.6 | |
| Metropcs Communications Inc | 0.6 | |
| Wal Mart Stores Inc | 0.6 | |
| Medtronic Holdings Ltd | 0.5 | |
| Walt Disney Co | 0.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 31.2 |
| (b) Individuals (high net worth individuals) | 44 | 111.2 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 142.4 |
| By Discretionary | ||
| Discretionary | 322 | 142.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 322 | 142.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.4 | |
| Total | 322 | 142.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002068847] |
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|---|---|---|
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