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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Legacy Edge Advisors LLC
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|---|---|
| CRD # | 328064 |
| SEC # | 801-128842 |
| CIK # | |
| AUM | $896.2 M (2025-07-10) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 516-447-4200 |
| Address | 485 Underhill Blvd Syosset, NY 11791 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 37.9 |
| (b) Individuals (high net worth individuals) | 326 | 857.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,118 | 896.2 |
| By Discretionary | ||
| Discretionary | 1,118 | 896.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,118 | 896.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 896.2 | |
| Total | 1,118 | 896.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
J Safra Sarasin Asset Management North America Ltd
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|
0.9 | |
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Strategic Investment Solutions Inc
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IL | 0.9 |
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American Financial Advisors LLC
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GA | 0.9 |
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Tobias Financial Advisors Inc
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FL | 0.9 |
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Giraffes Inc
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MS | 0.9 |
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Capital Investment Counsel Inc
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NC | 0.9 |
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Sachetta LLC
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|
MA | 0.9 |
|
Lugano Financial Advisors Sa
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0.9 | |
|
Maryland Financial Group Inc
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0.9 | |
|
The Pacific Center for Financial Services
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CA | 0.9 |