Family Office - Multi • Plymouth Meeting, United States

Legacy Advisors

Legacy Advisors is a family office - multi based in Plymouth Meeting, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.0B
Assets Under Mgmt
Family Office - Multi
Investor Type
Plymouth Meeting, United States
Headquarters
About

Legacy Advisors

We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their lifetime, philanthropic, business, estate and investment affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family and commitment to their community.

Investment Focus

What Legacy Advisors Invests In

Investment types: Joint Venture/Partner, Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds

Sectors & themes: Startups & Management, Investment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, ETFs, Debt Management Finance, Alternative Investments, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 401 Plymouth Road\nSuite 150\nPlymouth Meeting\nPennsylvania\n19462\nUnited States

Contact Legacy Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.