Legacy Edge Advisors LLC

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Assets, Funds, Holdings

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Legacy Edge Advisors LLC
CRD #328064
SEC #801-128842
CIK #
AUM $627.0 MM (2024-07-25)
Employees 12 (100% Investors, 0% Brokers)
Phone516-447-4200
Address485 Underhill Blvd
Syosset, NY 11791
Source [IAPD]
Total AUM ($MM)
70056042028014002009201420192025
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
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