Legacy Advisors, LLC
● SEC registered since 2006CRD 139830SEC# 801-66582Plymouth Meeting, PA
Reg. AUM
$5.17B
Employees
50
Accounts
2,297
Location
Plymouth Meeting, PA
Legacy Advisors, LLC assets under management
Legacy Advisors, LLC operates as an SEC-registered investment adviser based in Plymouth Meeting, PA. The firm has been registered since 2006. It reports $5.2 billion in regulatory assets under management and employs 50 people.
Legacy Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Legacy Advisors Holdings, LLC Control | Member | Over 75% | 2026 |
| Matthew Joseph Sgro | Chief Compliance Officer/Director Of Finance | Under 5% | 2020 |
| Michael Theodore Piotrowicz Control | Managing Board Member | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Advisors, LLC manage?
Legacy Advisors, LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Legacy Advisors, LLC have?
Legacy Advisors, LLC reports 50 employees.
Where is Legacy Advisors, LLC located?
Legacy Advisors, LLC is based in Plymouth Meeting, PA and has been SEC-registered since 2006.
Does Legacy Advisors, LLC disclose fund performance?
Legacy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 |
| Phone | 610-943-3000 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.17B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$5.17Bregulatory AUM
Discretionary $5.08BNon-discretionary $89.7M