LEGACY FINANCIAL ADVISORS

LEGACY FINANCIAL ADVISORS of TOWSON, MD is an SEC-registered investment adviser (CRD 335357). Regulatory assets under management: $16.7M.

Registration

• CRD: 335357
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search