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Legacy Edge Advisors LLC
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CRD # | 328064 |
SEC # | 801-128842 |
CIK # | |
AUM | $627.0 MM (2024-07-25) |
Employees | 12 (100% Investors, 0% Brokers) |
Phone | 516-447-4200 |
Address | 485 Underhill Blvd Syosset, NY 11791 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 170 | 47.9 |
(b) Individuals (high net worth individuals) | 210 | 579.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 893 | 627.0 |
By Discretionary | ||
Discretionary | 819 | 614.3 |
Non-Discretionary | 74 | 12.7 |
Total | 893 | 627.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 627.0 | |
Total | 893 | 627.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.6 |
The Advocate Group LLC
✚
|
MN | 0.6 |
SSA Swiss Advisors AG
✚
|
0.6 | |
Delta Investment Management LLC
✚
|
CA | 0.6 |
Warner Financial Inc
✚
|
MD | 0.6 |
Unique Wealth LLC
✚
|
FL | 0.6 |
B&D White Capital Company LLC
✚
|
TX | 0.6 |
Kaydan Wealth Management Inc
✚
|
MI | 0.6 |
Peninsula Wealth LLC
✚
|
CA | 0.6 |
Stevens Foster Financial Services Inc
✚
|
MN | 0.6 |