LEGACY ADVISORY SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $156.9M |
| Discretionary | $156.9M100% of AUM |
| Client Accounts | 325 |
| Avg Account Size | $483K |
| Employees | 3 |
| Peak AUM | $156.9MFeb 2026 |
| AUM CAGR | +13.2% /yrover 3 yrs · 7 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $157M | +10.2% | +13.2% | — | |
| Discretionary AUM | $157M | ||||
Key Metrics
| Total AUM | $156.9M |
| Discretionary | $156.9M |
| Employees | 3 |
| Client Accounts | 325 |
| Client Range | 101-250 |
Contact & Location
Address
658 EXTON COMMONS
EXTON PA 19341
Phone
610-524-6801
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$157M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant