Legacy Advisors, LLC
Legacy Advisors, LLC is a SEC-registered investment adviser headquartered in Plymouth Meeting, Pennsylvania, founded in 2011. The firm provides tailored investment advisory and financial planning services to a broad base of retail and high net worth clients, with 38 employees, including investment professionals and brokers. The company focuses on building trusting relationships and crafting objective-based plans for individuals, families, and a select set of organizations.
Investment Strategy
Legacy Advisors, LLC offers discretionary and non-discretionary portfolio management and financial planning for its clients. Their approach emphasizes tailored advice based on each client's objectives, ongoing monitoring of client accounts, and a disciplined process. Investment strategies are developed to suit individual client goals, blending traditional and non-traditional investments, with frequent review and plan updates in response to life and market changes. The firm is committed to acting as a fiduciary, with transparent fees and a focus on client best interests.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QLTY | 2023 ETF SERIES TRUST II | 41.13% | $2.60B | 89,183 | $34.26 | $34.26 | +$2.60B |
V VERX | VERTEX INC | 21.23% | $1.34B | 47,482 | $26.54 | $35.34 | +$1.30B |
M MTZ | MASTEC INC | 10.17% | $643.6M | 109,695 | $90.04 | $170.43 | +$553.0M |
F FULT | FULTON FINL CORP PA | 4.44% | $281.1M | 5,071 | $18.22 | $18.04 | +$276.0M |
D DFAC | DIMENSIONAL ETF TRUST | 3.77% | $238.4M | 8,543 | $34.29 | $35.84 | +$238.3M |