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LEGACY SOLUTIONS, LLC

CRD 323360 · SEC 801-126819

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206 N UNION ST, KENNETT SQUARE, PA, 19348, United States

Phone

610-444-9920

Fax

610-444-9918

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$243.8M

Discretionary AUM

$243.8M

Team

6 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals170$62.9M
High net worth individuals79$180.6M

States served

DE, PA

All web addresses on file

Official SEC filing: View on IAPD