Private Market View

LEGACY ADVISORY SERVICES, LLC

Other · EXTON, PA

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • LEGACY ADVISORY SERVICES, LLC is a other based in EXTON, PA.

Registered with the SEC

Form ADV · 2026-02 · CRD 147173
Regulatory AUM
Private fund assets
Private funds
Staff
3
Registered office
EXTON, PA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for LEGACY ADVISORY SERVICES, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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