|
⚲
|
| Legacy Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 326117 |
| SEC # | 801-128702 |
| CIK # | |
| AUM | $254.9 MM (2024-06-12) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 305-808-6140 |
| Address | 801 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.3 |
| (b) Individuals (high net worth individuals) | 22 | 253.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 254.9 |
| By Discretionary | ||
| Discretionary | 196 | 146.6 |
| Non-Discretionary | 20 | 108.3 |
| Total | 216 | 254.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 32.0 | |
| United States Persons | 222.9 | |
| Total | 216 | 254.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Riverpath Investments LLC
✚
|
CA | 0.3 |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 0.3 |
|
Tandem Financial LLC
✚
|
CO | 0.3 |
|
Bay Rivers Group Inc
✚
|
VA | 0.3 |
|
KNOW Your Options LLC
✚
|
IL | 0.3 |
|
Greenwood Family Advisors LLC
✚
|
FL | 0.3 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.3 |
|
KLR Investment Advisors LLC
✚
|
RI | 0.3 |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 0.3 |
|
Oasis Wealth Planning Advisors LLC
✚
|
TN | 0.3 |