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⚲
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| Legend Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 108207 |
| SEC # | 801-44704 |
| CIK # | 0001781948 |
| AUM | $308.5 MM (2024-08-15) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 412-635-9210 |
| Address | 5700 Corporate Drive Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| IAU | 0.0 | ||
| DJP | 0.0 | ||
| AAPL | 2,382.8 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| FI | 0.0 | ||
| MOD | 0.6 | 0.0 | |
| INTC | 154.5 | 0.0 | |
| FSLR | 7.2 | 0.0 | |
| CRBG | 0.0 | ||
| NMIH | 1.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 54.8 |
| (b) Individuals (high net worth individuals) | 101 | 245.7 |
| (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 | 7.9 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 1,076 | 308.5 |
| By Discretionary | ||
| Discretionary | 1,076 | 308.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,076 | 308.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.5 | |
| Total | 1,076 | 308.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001781948] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eagle Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
CornerStone Planning LLC
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|
NC | 0.3 |
|
Access Financial Resources Inc
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|
OK | 0.3 |
|
del Monte Group LLC
✚
|
CA | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |
|
Pecaut & Co
✚
|
IA | 0.3 |
|
One Degree Advisors Inc
✚
|
CA | 0.3 |
|
Copper Financial Network LLC
✚
|
KS | 0.3 |