LEGACY ADVISORY SERVICES, LLC

EXTON, Pennsylvania·3 registered advisors·CRD# 147173
SEC# 801-1281870610-524-6801
01

Firm Overview

AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY ADVISORY SERVICES, LLC

3 registered advisors
Adam Varrenti
EXTON, Pennsylvania
Martin Andrew Gruszka
EXTON, Pennsylvania
Richard Stephen Wiedl
EXTON, Pennsylvania
05

Office Locations

EXTON, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. LEGACY ADVISORY SERVICES, LLC (CRD# 147173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.