| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Maria Stewart Control | Chief Compliance Officer | Under 5% | 2022 |
| Ciara Danese Price Control | Chief Operating Officer, Member | 5-10% | 2022 |
| Jeffrey Ryan Hall | Member | 10-25% | 2022 |
Legacy Solutions, LLC reports $192.8 million in regulatory assets under management on its Form ADV.
Legacy Solutions, LLC reports 6 employees.
Legacy Solutions, LLC is based in Kennett Square, PA and has been SEC-registered since 2023.
Legacy Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 206 N Union St, Kennett Square, PA 19348 |
| Phone | 610-444-9920 |
| Fax | 610-444-9918 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $192.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $192.8M |