LEGACY ADVISORY SERVICES, LLC

Legacy Advisory Services, LLC is a multi-family office with no publicly disclosed principals, AUM, or investment activity.

LEGACY ADVISORY SERVICES, LLC

Legacy Advisory Services, LLC is an SEC-registered investment adviser in Exton, PA, registered since 2023. The firm manages approximately $157 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What services does Legacy Advisory Services, LLC offer?

Based on its name and legal structure, Legacy Advisory Services, LLC likely provides multi-family office services including investment management, financial planning, tax strategy, and estate planning for high-net-worth families. However, no specific service offerings are confirmed in public records.

Who founded Legacy Advisory Services, LLC?

The founding principals of Legacy Advisory Services, LLC are not identified in public records. The firm may be a registered entity without public disclosure of ownership or leadership.

Is Legacy Advisory Services, LLC a single-family office or multi-family office?

The firm's name includes 'Advisory Services' and it is structured as an LLC, which is common among multi-family offices serving multiple clients. However, without public disclosure of its client structure, this classification remains inferred.

What is the AUM of Legacy Advisory Services, LLC?

Legacy Advisory Services, LLC does not publicly disclose assets under management. Its AUM remains undisclosed in all available public records.

Does Legacy Advisory Services, LLC make direct investments in companies?

There is no public record of Legacy Advisory Services, LLC making direct investments in portfolio companies. The firm may focus on advisory and wealth management rather than principal investing.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.