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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
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|
0.6 | |
|
Delta Investment Management LLC
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|
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 |