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| Happy Holidays!! thanks for using AUM13F!! |
| Legend Financial Advisors Inc
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| CRD # | 108207 |
| SEC # | 801-44704 |
| CIK # | 0001781948 |
| AUM | $335.4 M (2025-03-17) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 412-635-9210 |
| Address | 5700 Corporate Drive Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001781948 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.0 | ||
| ZAIS Financial Corp | 0.0 | ||
| Barclays Bank PLC | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Modine Manufacturing Co | 0.0 | ||
| Barrick Gold Corp | 0.0 | ||
| Corebridge Financial Inc | 0.0 | ||
| Pan American Silver Corp | 0.0 | ||
| Evercore Partners Inc | 0.0 | ||
| COPA Holdings Sa | 0.0 | ||
| Bancorp Inc | 0.0 | ||
| First Solar Inc | 0.0 | ||
| NMI Holdings Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 77.2 |
| (b) Individuals (high net worth individuals) | 104 | 248.8 |
| (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 | 2 | 9.3 |
| (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 | 1,103 | 335.4 |
| By Discretionary | ||
| Discretionary | 1,103 | 335.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103 | 335.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.4 | |
| Total | 1,103 | 335.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001781948] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
Baron Financial Group LLC
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|
NJ | 0.3 |
|
Grandview Asset Management LLC
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PA | 0.3 |
|
Elevate Wealth Advisory Inc
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GA | 0.3 |
|
Hanover Advisors Inc
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SC | 0.3 |
|
Wealth Quarterback LLC
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|
NJ | 0.3 |
|
Castleview Partners LLC
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|
TX | 0.3 |
|
Sebold Capital Management Inc
✚
|
IL | 0.3 |
|
Sykon Capital LLC
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|
NY | 0.3 |
|
Keating Financial Advisory Services Inc
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|
KS | 0.3 |