LEGACY INVESTMENT ADVISORS, LLC

LEGACY INVESTMENT ADVISORS, LLC of VOORHEES, NJ is an SEC-registered investment adviser (CRD 144477). Regulatory assets under management: $31.5M.

Registration

• CRD: 144477
• Type: Registered investment adviser
• Location: 603 SHEPPARD ROAD, VOORHEES, NJ, 08043
• Phone: 856-751-7909
• Latest filing: 2026-03-23
• Regulatory AUM: $31.5M
• Discretionary AUM: $31.5M
• Clients: 4
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144477 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search