| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Joseph Sgro | Chief Compliance Officer/Director Of Finance | Under 5% | 2020 |
| Michael Theodore Piotrowicz Control | Managing Member | 50-75% | 2008 |
| Theodore Peter Piotrowicz Control | Managing Member | 10-25% | 2019 |
Legacy Advisors, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
Legacy Advisors, LLC reports 38 employees.
Legacy Advisors, LLC is based in Plymouth Meeting, PA and has been SEC-registered since 2006.
Legacy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 |
| Phone | 610-943-3000 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.84B |
| Non-discretionary | $343.2M |
| Total (RAUM) | $4.18B |