LEGEND FINANCIAL ADVISORS INC
CRD #108207 SEC #801-44704 PITTSBURGH, PA 412-635-9210
SEC Registered
Total AUM
$335.4M
Discretionary
$335.4M
Employees
11
Clients
1
Accounts
1,103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $335.4M | $335.4M | $0 | 11 | 3 |
| Mar 2025 | $335.4M | $335.4M | $0 | 11 | 3 |
| Aug 2024 | $308.5M | $308.5M | $0 | 11 | 1 |
| Jul 2024 | $308.5M | $308.5M | $0 | 11 | 1 |
| May 2024 | $308.5M | $308.5M | $0 | 12 | 1 |
| Mar 2024 | $308.5M | $308.5M | $0 | 12 | 1 |
| Sep 2023 | $246.6M | $246.6M | $0 | 12 | 0 |
| Apr 2023 | $246.6M | $246.6M | $0 | 12 | 0 |
| Mar 2023 | $246.6M | $246.6M | $0 | 12 | 0 |
| Apr 2022 | $299.6M | $288.9M | $10.7M | 10 | 0 |
| Mar 2022 | $299.6M | $288.9M | $10.7M | 11 | 0 |
| Oct 2021 | $311.1M | $300.6M | $10.5M | 11 | 0 |
| Jul 2021 | $311.1M | $300.6M | $10.5M | 11 | 0 |
| May 2021 | $311.1M | $300.6M | $10.5M | 9 | 0 |
| Mar 2021 | $311.1M | $300.6M | $10.5M | 9 | 0 |
| Dec 2020 | $304.3M | $292.3M | $12.1M | 9 | 5 |
| Jun 2020 | $304.3M | $292.3M | $12.1M | 10 | 5 |
| May 2020 | $304.3M | $292.3M | $12.1M | 10 | 5 |
| May 2020 | $305.9M | $292.3M | $13.6M | 10 | 5 |
| May 2020 | $305.9M | $292.3M | $13.6M | 11 | 5 |
| Feb 2020 | $264.5M | $247M | $17.6M | 11 | 0 |
| Aug 2019 | $264.5M | $247M | $17.6M | 11 | 0 |
| Jun 2019 | $264.5M | $247M | $17.6M | 11 | 0 |
| Jun 2019 | $264.5M | $247M | $17.6M | 11 | 0 |
| Mar 2019 | $264.5M | $247M | $17.6M | 13 | 0 |
| May 2018 | $274.5M | $264.5M | $10M | 12 | 0 |
| Apr 2017 | $285.2M | $273.7M | $11.5M | 10 | 200 |
| Mar 2016 | $272.8M | $257.1M | $15.7M | 11 | 200 |
| Mar 2015 | $284.1M | $280.2M | $3.9M | 11 | 237 |
| Mar 2014 | $313M | $313M | $0 | 12 | 200 |
| Mar 2013 | $312.5M | $312.5M | $0 | 7 | 224 |
| Mar 2012 | $344.5M | $344.5M | $0 | 1 | 200 |
| Apr 2011 | $375.7M | $375.7M | $0 | 5 | -- |
| Oct 2009 | $301.5M | $301.5M | $0 | 10 | -- |
| Jan 2008 | $263.9M | $263.9M | $0 | 5 | -- |
| Mar 2007 | $263.9M | $263.9M | $0 | 5 | -- |
| Dec 2006 | $233.4M | $233.4M | $0 | 10 | -- |
| Nov 2005 | $190.9M | $190.9M | $0 | 10 | -- |
| Mar 2004 | $172M | $172M | $0 | -- | -- |
DateDec 2025
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees11
Clients3
DateMar 2025
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees11
Clients3
DateAug 2024
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees11
Clients1
DateJul 2024
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees11
Clients1
DateMay 2024
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees12
Clients1
DateMar 2024
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees12
Clients1
DateSep 2023
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$299.6M
Discretionary$288.9M
Non-Disc.$10.7M
Employees10
Clients0
DateMar 2022
Total AUM$299.6M
Discretionary$288.9M
Non-Disc.$10.7M
Employees11
Clients0
DateOct 2021
Total AUM$311.1M
Discretionary$300.6M
Non-Disc.$10.5M
Employees11
Clients0
DateJul 2021
Total AUM$311.1M
Discretionary$300.6M
Non-Disc.$10.5M
Employees11
Clients0
DateMay 2021
Total AUM$311.1M
Discretionary$300.6M
Non-Disc.$10.5M
Employees9
Clients0
DateMar 2021
Total AUM$311.1M
Discretionary$300.6M
Non-Disc.$10.5M
Employees9
Clients0
DateDec 2020
Total AUM$304.3M
Discretionary$292.3M
Non-Disc.$12.1M
Employees9
Clients5
DateJun 2020
Total AUM$304.3M
Discretionary$292.3M
Non-Disc.$12.1M
Employees10
Clients5
DateMay 2020
Total AUM$304.3M
Discretionary$292.3M
Non-Disc.$12.1M
Employees10
Clients5
DateMay 2020
Total AUM$305.9M
Discretionary$292.3M
Non-Disc.$13.6M
Employees10
Clients5
DateMay 2020
Total AUM$305.9M
Discretionary$292.3M
Non-Disc.$13.6M
Employees11
Clients5
DateFeb 2020
Total AUM$264.5M
Discretionary$247M
Non-Disc.$17.6M
Employees11
Clients0
DateAug 2019
Total AUM$264.5M
Discretionary$247M
Non-Disc.$17.6M
Employees11
Clients0
DateJun 2019
Total AUM$264.5M
Discretionary$247M
Non-Disc.$17.6M
Employees11
Clients0
DateJun 2019
Total AUM$264.5M
Discretionary$247M
Non-Disc.$17.6M
Employees11
Clients0
DateMar 2019
Total AUM$264.5M
Discretionary$247M
Non-Disc.$17.6M
Employees13
Clients0
DateMay 2018
Total AUM$274.5M
Discretionary$264.5M
Non-Disc.$10M
Employees12
Clients0
DateApr 2017
Total AUM$285.2M
Discretionary$273.7M
Non-Disc.$11.5M
Employees10
Clients200
DateMar 2016
Total AUM$272.8M
Discretionary$257.1M
Non-Disc.$15.7M
Employees11
Clients200
DateMar 2015
Total AUM$284.1M
Discretionary$280.2M
Non-Disc.$3.9M
Employees11
Clients237
DateMar 2014
Total AUM$313M
Discretionary$313M
Non-Disc.$0
Employees12
Clients200
DateMar 2013
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees7
Clients224
DateMar 2012
Total AUM$344.5M
Discretionary$344.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$375.7M
Discretionary$375.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees--
Clients--