# LEGACY FINANCIAL ADVISORS

LEGACY FINANCIAL ADVISORS of TOWSON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 335357
- Type: SEC-registered investment adviser
- Location: 100 WEST ROAD, SUITE 300, TOWSON, MD, 21204
- Phone: (410) 280-7202
- Latest filing: 2026-06-18
- Regulatory AUM: $16.7M
- Discretionary AUM: $16.7M
- Clients: 3
- Accounts: 33

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335357/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335357/similar
- Related entities: https://search.stillhousedata.com/firm/335357/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335357

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.