Legacy Wealth Advisors

EST. AUM
$922,775,113

CONTACTS
6

CLIENT ACCOUNTS
279

Firm Details

Metro area Miami
CRD Number 326117
Website lwgadvisors.com
Client types

Overview

The Legacy Group of Companies specializes in offering financial advice, consulting, and family office services tailored for an exclusive clientele of individuals and their families. Serving as trusted partners, Legacy is committed to assessing and implementing customized solutions that precisely match the distinctive requirements of each client.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Wealth Advisors

Platform Details

Investment Preferences

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Address

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