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Legend Financial Advisors Inc

● SEC registered since 1993CRD 108207SEC# 801-44704Pittsburgh, PA
Export (members)
Reg. AUM
$335.4M
Employees
11
Accounts
1,103
Location
Pittsburgh, PA

Legend Financial Advisors Inc assets under management

Legend Financial Advisors Inc is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 1993. It reports $335.4 million in regulatory assets under management and employs 11 people.
www.legend-financial.comView on SEC.gov ↗

Legend Financial Advisors Inc owners & executives

2 reported
NameTitleOwnershipSince
Christopher J Kail ControlOwner And Director Of Marketing50-75%2001
James Jude Holtzman ControlCeo, President, Cco And Wealth Advisor50-75%2022

Frequently asked questions

How much does Legend Financial Advisors Inc manage?

Legend Financial Advisors Inc reports $335.4 million in regulatory assets under management on its Form ADV.

How many employees does Legend Financial Advisors Inc have?

Legend Financial Advisors Inc reports 11 employees.

Where is Legend Financial Advisors Inc located?

Legend Financial Advisors Inc is based in Pittsburgh, PA and has been SEC-registered since 1993.

Does Legend Financial Advisors Inc disclose fund performance?

Legend Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
Phone412-635-9210
Fax412-635-9213
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$335.4M
Non-discretionary$0
Total (RAUM)$335.4M