LEGACY EDGE ADVISORS, LLC
Legal name: LEGACY EDGE ADVISORS
CRD #328064 SEC #801-128842 SYOSSET, NY 516-447-4200
SEC Registered
Total AUM
$896.2M
Discretionary
$896.2M
Employees
14
Clients
51
Accounts
1,118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $896.2M | $896.2M | $0 | 14 | 0 |
| Mar 2025 | $896.2M | $896.2M | $0 | 12 | 0 |
| Mar 2025 | $896.2M | $896.2M | $0 | 12 | 0 |
| Jul 2024 | $627M | $614.3M | $12.7M | 12 | 5 |
| Jun 2024 | $627M | $614.3M | $12.7M | 11 | 5 |
| May 2024 | $627M | $614.3M | $12.7M | 11 | 5 |
| Apr 2024 | $627M | $614.3M | $12.7M | 10 | 5 |
| Mar 2024 | $627M | $614.3M | $12.7M | 10 | 5 |
| Feb 2024 | $627M | $614.3M | $12.7M | 10 | 0 |
| Jan 2024 | $627M | $614.3M | $12.7M | 11 | 0 |
| Jan 2024 | $627M | $614.3M | $12.7M | 11 | 0 |
| Dec 2023 | $0 | $0 | $0 | 11 | 0 |
| Dec 2023 | $0 | $0 | $0 | 10 | 0 |
| Oct 2023 | $0 | $0 | $0 | 10 | 0 |
| Sep 2023 | $0 | $0 | $0 | 10 | 0 |
DateJul 2025
Total AUM$896.2M
Discretionary$896.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$896.2M
Discretionary$896.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$896.2M
Discretionary$896.2M
Non-Disc.$0
Employees12
Clients0
DateJul 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees12
Clients5
DateJun 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees11
Clients5
DateMay 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees11
Clients5
DateApr 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees10
Clients5
DateMar 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees10
Clients5
DateFeb 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees10
Clients0
DateJan 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees11
Clients0
DateJan 2024
Total AUM$627M
Discretionary$614.3M
Non-Disc.$12.7M
Employees11
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0