Legend Financial Advisors Inc
● SEC registered since 1993CRD 108207SEC# 801-44704Pittsburgh, PA
Reg. AUM
$389.9M
Employees
11
Accounts
219
Location
Pittsburgh, PA
Legend Financial Advisors Inc assets under management
Legend Financial Advisors Inc is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 1993. It reports $389.9 million in regulatory assets under management and employs 11 people.
Legend Financial Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher J Kail Control | Owner And Director Of Marketing | 50-75% | 2001 |
| James Jude Holtzman Control | Ceo, President, Cco And Wealth Advisor | 50-75% | 2022 |
Frequently asked questions
How much does Legend Financial Advisors Inc manage?
Legend Financial Advisors Inc reports $389.9 million in regulatory assets under management on its Form ADV.
How many employees does Legend Financial Advisors Inc have?
Legend Financial Advisors Inc reports 11 employees.
Where is Legend Financial Advisors Inc located?
Legend Financial Advisors Inc is based in Pittsburgh, PA and has been SEC-registered since 1993.
Does Legend Financial Advisors Inc disclose fund performance?
Legend Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237 |
| Phone | 412-635-9210 |
| Fax | 412-635-9213 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$389.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$389.9Mregulatory AUM
Discretionary $389.9M