Legacy Advisors is an investment advisor in Plymouth Meeting with $2.80 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61659806
SEC advisor number
801-66582
FINRA CRD number
139830
AUM ?
$3.64 bn
(as of 16 May 24)
Accounts
2,101
(as of 16 May 24)
Employees
38
(22 investment advisory or research)
Address
Legacy Advisors
401 PLYMOUTH ROAD
SUITE 150
PLYMOUTH MEETING
PA 19462
401 PLYMOUTH ROAD
SUITE 150
PLYMOUTH MEETING
PA 19462
Phone
6109433016
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22