Legacy Advisors, Llc, PA — Investment Adviser | BuildTrust

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LEGACY ADVISORS, LLC

Investment AdvicePLYMOUTH MEETING, PA

Assets Under Management

$4.2B

Total AUM

Donut chart: Discretionary 3.8B, Non-Discretionary 343.2M
Category	Value
Discretionary	3.8B
Non-Discretionary	343.2M

Adviser Information

Field	Value
CRD Number	139830
SEC Number	801-66582
Street Address	5 APOLLO ROAD, SUITE 100
Location	PLYMOUTH MEETING, PA 19462
Country	United States
Phone	610-943-3000
Total Employees	38

Client Count by Type (220 Total)

Horizontal bar chart: High Net Worth Individual… 185, Individuals (other than H… 25, Charitable Organizations 5, Corporations/Businesses 5
Category	Value
High Net Worth Individual…	185
Individuals (other than H…	25
Charitable Organizations	5
Corporations/Businesses	5