Legacy Advisors, LLC
Firm details
- Headquarters
- Plymouth Meeting, Pennsylvania
- CRD number
- 139830
- Registered since
- April 11, 2006
- Website
- legacyadvice.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.25%
- Corporations / Businesses3.16%
- Charitable Organizations2.79%
- Individuals1.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2006. The firm describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its stated advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm charges a mix of fees — percentage of assets under management as well as hourly and fixed-fee arrangements — allowing flexibility across client types and engagement scopes. Legacy Advisors does not identify as an active ESG investor in its filings and indicates it uses third‑party managers as part of its allocation process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities5%
- US Government Bonds5%
- State & Local Bonds5%
- Private Funds5%
Owners & executives
2 of 2
Kelly Hansen
Client CoordinatorCRD 6966186
Matthew Sgro
Director of Finance & Chief Compliance OfficerCRD 6046266
Contacts
3 of 16
Robert Wurster
Portfolio AnalystCRD 7722693
Thomas Riley
Wealth PlannerCRD 4044203
Ryan Rabinowitz
Client AdvisorCRD 5773422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$667M in ETFs
72%
$480M
24%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO US QUALITY ETF (QLTY) | GMO | Active | Large Blend | $143M | 3,431,467 | 21.45% |
Location
Plymouth Meeting, PA
Montgomery
Location
Plymouth Meeting, PA
Headquartered in Plymouth Meeting, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 5 Apollo Rd
- Time zone
- ET (UTC-5)
- Office locations
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