Legacy Solutions, LLC
● SEC registered since 2023CRD 323360SEC# 801-126819Kennett Square, PA
Reg. AUM
$243.8M
Employees
6
Accounts
729
Location
Kennett Square, PA
Legacy Solutions, LLC assets under management
Legacy Solutions, LLC is an SEC-registered investment adviser based in Kennett Square, PA. The firm has been registered since 2023. It reports $243.8 million in regulatory assets under management and employs 6 people.
Legacy Solutions, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Maria Stewart Control | Chief Compliance Officer | Under 5% | 2022 |
| Ciara Danese Price Control | Chief Operating Officer, Member | 5-10% | 2022 |
| Jeffrey Ryan Hall | Member | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Solutions, LLC manage?
Legacy Solutions, LLC reports $243.8 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Solutions, LLC have?
Legacy Solutions, LLC reports 6 employees.
Where is Legacy Solutions, LLC located?
Legacy Solutions, LLC is based in Kennett Square, PA and has been SEC-registered since 2023.
Does Legacy Solutions, LLC disclose fund performance?
Legacy Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 206 N Union St, Kennett Square, PA 19348 |
| Phone | 610-444-9920 |
| Fax | 610-444-9918 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.8M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$243.8Mregulatory AUM
Discretionary $243.8M