Legacy Advisory Services, LLC
Legacy Advisory Services, LLC is a registered investment adviser headquartered in Exton, Pennsylvania. The firm is registered with the SEC (CIK: 0002068847) and serves clients primarily in the United States. Legacy Advisory Services offers portfolio management and advisory services to individuals, families, and potentially institutions, focusing on long-term financial planning and investment strategies tailored to client needs.
Investment Strategy
Legacy Advisory Services, LLC provides discretionary investment management services focused on meeting client-specific objectives, with strategies typically oriented around diversified asset allocation and long-term growth. Their approach is likely to include financial planning, risk management, and customized investment solutions for individuals and high-net-worth clients, leveraging traditional asset classes and disciplined portfolio management practices. The firm emphasizes fiduciary responsibility and aligning investment recommendations with client goals.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 22.72% | $28.7M | 259,486 | $110.43 | $110.42 | +$2.6M |
S SPLG | SPDR SERIES TRUST | 14.30% | $18.0M | 248,124 | $55.93 | $72.69 | +$1.4M |
S SGOV | ISHARES TR | 13.37% | $16.9M | 167,525 | $100.68 | $100.69 | +$11.1M |
U USMV | ISHARES TR | 9.34% | $11.8M | 125,541 | $83.41 | $93.87 | +$1.8M |
Q QUAL | ISHARES TR | 5.65% | $7.1M | 38,985 | $151.20 | $182.82 | +$478.4K |