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LEGACY INVESTMENT ADVISORS, LLC
CRD 144477
603 SHEPPARD ROAD, VOORHEES, NJ, 08043, United States
Phone
856-751-7909
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.5M
Discretionary AUM
$31.5M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $5.6M |
| High net worth individuals | 7 | $24.5M |
| Charitable organizations | 3 | $1.2M |
| State/municipal entities | 1 | $239K |
All web addresses on file
Official SEC filing: View on IAPD