Dakota
Dakota
Book a Demo
Talk to an Expert

Legend Financial Advisors, Inc.

EST. AUM
$335,389,223

CONTACTS
7

CLIENT ACCOUNTS
1,103

Firm Details

Metro area Pittsburgh
CRD Number 108207
Website legend-financial.com
Client types

Overview

Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides personalized Wealth Management services including Financial Planning and Investment Management strategies to individuals and families, business entities, medical practices, and retirement plans. Legend and its Advisors are governed by the Fiduciary Standard of Law. As a Fiduciary, Legend always works in their clients’ best interests.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy