$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
3 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
100 West Road, Suite 300 Towson MD
About Legacy Financial Advisors
Legacy Financial Advisors is a Towson-based RIA. The firm has been operating for 1 years. Managing $16.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
25 AVG AGE
$8.4M AVG AUM / ADVISOR
$726.5K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Insight Ridge momentum Eagle Focus Wave
Client Personas
Zenith Eagle
Custodian
Capital Bridge beacon Wave frontier Value fusion Oak harbor
Investment Themes
Fusion element Pathway eagle Bridge Signal value
Investment Vehicles
Bridge horizon
Services
Radial bridge Vector Pathway zenith Timber Crest Capital
Owner & Executives
H
Harel Turkel
President
- CRD
- --
- Ownership
- 75% or more
(839) 907-1259
eagle.pathway@oakcapital.com
in linkedin.com/in/summit-quantum
Raffaele Nicholas Mazzone
Chief Compliance Officer
- CRD
- #7260631
- Ownership
- Less than 5%
(806) 878-6653
meridian.harbor@wavecapital.com
in linkedin.com/in/delta-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,710,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,710,454 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,710,454
Equity - OTC:
38.5% Equity - Exchange:
61.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,152,196,285 | 38.5% |
| Equity - Exchange | $3,437,923,937 | 61.5% |
| Total | $5,590,120,222 | 100.0% |