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Legacy Advisors Holdings, LLC

MemberLegacy Advisors, LLC

About Legacy Advisors Holdings, LLC

Legacy Advisors Holdings, LLC is listed as Member at Legacy Advisors, LLC in Plymouth Meeting, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Legacy Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Legacy Advisors Holdings, LLC work?

Legacy Advisors Holdings, LLC is listed as Member at Legacy Advisors, LLC on SEC Form ADV.

How much of Legacy Advisors, LLC does Legacy Advisors Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Legacy Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2026