L
$377.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
0 ADV. Clients
22 yrs Firm Age
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- Custodian
- E*TRADE · Etrade · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2004
- Office Locations
- 1
Office Locations
3087 Innovation WAY Hermitage PA
About Legacy Advisory Group, Inc.
Legacy Financial Strategies, Inc. (Legacy Advisory Group) is a Hermitage, PA-based advisory firm focused on retirement planning, helping clients reallocate and reposition retirement assets for safety, growth, income, and legacy planning. The team emphasizes a whole-picture, easy-to-understand process and offers educational resources like calculators and videos to support client decision-making.
Team overview
-- AVG AGE
$188.5K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID ANDREW GOLLNER
President, Secretary, VICE PRESIDENT
- CRD
- #224763
- Ownership
- 50% but less than 75%
Available
Available
Available
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S
SHERRI LEA MARINI
President
- CRD
- #3115057
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $377,000 | -- |
| Total | $377,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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