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| Legend Financial Advisors Inc
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|---|---|
| CRD # | 108207 |
| SEC # | 801-44704 |
| CIK # | 0001781948 |
| AUM | 389.9 M (2026-03-24) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 412-635-9210 |
| Address | 5700 Corporate Drive Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.0 | ||
| Barclays Bank PLC | 0.0 | ||
| Intel Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Credo Technology Group Holding Ltd | 0.0 | ||
| Modine Manufacturing Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| First Solar Inc | 0.0 | ||
| Remitly Global Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 48.9 |
| (b) Individuals (high net worth individuals) | 117 | 329.1 |
| (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 | 2 | 11.3 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 219 | 389.9 |
| By Discretionary | ||
| Discretionary | 219 | 389.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 219 | 389.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 388.9 | |
| Total | 219 | 389.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001781948] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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