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Legend Advisory Corp

EST. AUM
$86,365,634

CONTACTS
7

CLIENT ACCOUNTS

Firm Details

Metro area West Palm Beach
CRD Number
Website legendgroupfl.com
Client types

Overview

Legend Advisory possesses approximately $2.3 billion in assets and is headquartered in Palm Beach Gardens, Florida. The firm was recently acquired by a broker-dealer named Lincoln Investments, which is separate from Lincoln Financial. However, Legend maintains its own dedicated team in Palm Beach Gardens. The business primarily focuses on mutual fund models, using a group of managers to allocate funds to clients through mutual funds. Ami Friedman is an analyst with whom one could initiate a conversation.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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