LEGACY ADVISORY SERVICES, LLC
CRD #147173 SEC #801-128187 EXTON, PA 610-524-6801
SEC Registered
Total AUM
$142.4M
Discretionary
$142.4M
Employees
3
Clients
101
Accounts
322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $142.4M | $142.4M | $0 | 3 | 0 |
| Oct 2024 | $131.9M | $131.9M | $0 | 3 | 0 |
| May 2024 | $131.9M | $131.9M | $0 | 3 | 0 |
| Mar 2024 | $131.9M | $131.9M | $0 | 3 | 0 |
| Jun 2023 | $111.7M | $111.7M | $0 | 3 | 0 |
| May 2023 | $111.7M | $111.7M | $0 | 3 | 0 |
DateMar 2025
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees3
Clients0