LEGEND ADVISORY, LLC
CRD #104761 SEC #801-13887 PALM BEACH GARDENS, FL (866) 774-8671
SEC Registered Disclosures
Total AUM
$1.9B
Discretionary
$1.3B
Employees
303
Clients
0
Accounts
26,328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $1.9B | $1.3B | $657.8M | 303 | 142 |
| Oct 2018 | $2.4B | $1.6B | $758.4M | 321 | 1 |
| May 2018 | $2.4B | $1.6B | $758.4M | 321 | 1 |
| Mar 2018 | $2.4B | $1.6B | $758.4M | 321 | 1 |
| Sep 2017 | $1.9B | $1.5B | $476.5M | 408 | 24,000 |
| Sep 2017 | $1.9B | $1.5B | $476.5M | 408 | 24,000 |
| May 2017 | $1.9B | $1.5B | $476.5M | 408 | 24,000 |
| May 2017 | $1.9B | $1.5B | $476.5M | 408 | 24,000 |
| Mar 2017 | $1.9B | $1.5B | $476.5M | 408 | 24,000 |
| Feb 2017 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Feb 2017 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Jan 2017 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Dec 2016 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Aug 2016 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Jun 2016 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Mar 2016 | $2.1B | $2.1B | $0 | 434 | 29,800 |
| Mar 2016 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Feb 2016 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Dec 2015 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Sep 2015 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Jun 2015 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Jun 2015 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Mar 2015 | $2.4B | $2.3B | $37.4M | 434 | 24,500 |
| Aug 2014 | $1.9B | $1.9B | $0 | 418 | 24,900 |
| May 2014 | $1.9B | $1.9B | $0 | 418 | 24,900 |
| Mar 2014 | $1.9B | $1.9B | $0 | 418 | 24,900 |
| Nov 2013 | $1.8B | $1.8B | $32.2M | 425 | 30,000 |
| Nov 2013 | $1.8B | $1.8B | $32.2M | 425 | 30,000 |
| Oct 2013 | $1.8B | $1.8B | $32.2M | 425 | 30,000 |
| Aug 2013 | $1.8B | $1.8B | $32.2M | 425 | 30,000 |
| Mar 2013 | $1.8B | $1.8B | $32.2M | 425 | 30,000 |
| Feb 2013 | $1.6B | $1.6B | $13.1M | 450 | 26,700 |
| Jan 2013 | $1.6B | $1.6B | $13.1M | 450 | 26,700 |
| Oct 2012 | $1.6B | $1.6B | $13.1M | 251 | 26,700 |
| May 2012 | $1.6B | $1.6B | $13.1M | 251 | 26,700 |
| Apr 2012 | $1.6B | $1.6B | $13.1M | 251 | 26,700 |
| Mar 2012 | $1.6B | $1.6B | $13.1M | 251 | 26,700 |
| Dec 2011 | $1.7B | $1.7B | $5.5M | 251 | 32,000 |
| Aug 2011 | $1.7B | $1.7B | $5.5M | 251 | -- |
| Mar 2011 | $1.7B | $1.7B | $5.5M | 251 | -- |
| Oct 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Jun 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Oct 2009 | $1.2B | $1.2B | $0 | -- | -- |
| Jan 2008 | $1.4B | $1.4B | $0 | 5 | -- |
| Mar 2007 | $1.4B | $1.4B | $0 | 5 | -- |
| Jun 2005 | $1.2B | $1.2B | $0 | 5 | -- |
| Feb 2005 | $1.2B | $1.2B | $0 | 5 | -- |
| Jan 2005 | $1.2B | $1.2B | $0 | 5 | -- |
| Apr 2004 | $828.7M | $828.7M | $0 | 5 | -- |
| Apr 2004 | $828.7M | $828.7M | $0 | 5 | -- |
| May 2002 | $1B | $1B | $0 | 10 | -- |
| Jul 2001 | $944M | $944M | $0 | 5 | -- |
DateMar 2019
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$657.8M
Employees303
Clients142
DateOct 2018
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$758.4M
Employees321
Clients1
DateMay 2018
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$758.4M
Employees321
Clients1
DateMar 2018
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$758.4M
Employees321
Clients1
DateSep 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$476.5M
Employees408
Clients24,000
DateSep 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$476.5M
Employees408
Clients24,000
DateMay 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$476.5M
Employees408
Clients24,000
DateMay 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$476.5M
Employees408
Clients24,000
DateMar 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$476.5M
Employees408
Clients24,000
DateFeb 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateFeb 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateJan 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateDec 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateAug 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateJun 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees434
Clients29,800
DateMar 2016
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateFeb 2016
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateDec 2015
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateSep 2015
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateJun 2015
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateJun 2015
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateMar 2015
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$37.4M
Employees434
Clients24,500
DateAug 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees418
Clients24,900
DateMay 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees418
Clients24,900
DateMar 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees418
Clients24,900
DateNov 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$32.2M
Employees425
Clients30,000
DateNov 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$32.2M
Employees425
Clients30,000
DateOct 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$32.2M
Employees425
Clients30,000
DateAug 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$32.2M
Employees425
Clients30,000
DateMar 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$32.2M
Employees425
Clients30,000
DateFeb 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees450
Clients26,700
DateJan 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees450
Clients26,700
DateOct 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees251
Clients26,700
DateMay 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees251
Clients26,700
DateApr 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees251
Clients26,700
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13.1M
Employees251
Clients26,700
DateDec 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.5M
Employees251
Clients32,000
DateAug 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.5M
Employees251
Clients--
DateMar 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.5M
Employees251
Clients--
DateOct 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$828.7M
Discretionary$828.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$828.7M
Discretionary$828.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$944M
Discretionary$944M
Non-Disc.$0
Employees5
Clients--