Legacy Advisors LLC

Legacy Advisors LLC, also known as LEGACY ADVISORS, LLC, is a limited liability company based in Delaware with 34 employees and 18 specialized staff members in advisory roles. The firm offers its services to 40 clients and has an approved status by the U.S. Securities and Exchange Commission, with a registration date of Apr 11, 2006.

• JAMES WALTER MCCALLISTER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MICHAEL THEODORE PIOTROWICZ

  MANAGING MEMBER owns 75% or more

• RONALD GERARD ALBAHARY

  CHIEF EXECUTIVE OFFICER owns less than 5%

• Centersquare Investment Management LLC
• Centurion Asset Management LLC
• The Centurion Group LLC

• A Deep Dive Into Legacy Advisors' Q3 vs. Q4 2022 Fund Holdings

• AQUA AMERICA INC $6,380k
• Apple Inc $3,397k
• ALIBABA GROUP HLDG LTD $2,671k
• Bank of America Corp. $2,143k
• Amazon.com Inc $1,860k
• AXIS CAPITAL HLDGS $1,790k
• Boeing Co/The $1,490k
• CANNTRUST HLDGS INC COM $1,007k
• ABC $682k
• ALPHABET INC $596k