Legacy Advisors Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Legacy Advisors's estimated annual revenue is currently $10.4M per year.(i)
  • Legacy Advisors's estimated revenue per employee is $189,000

Employee Data

  • Legacy Advisors has 55 Employees.(i)
  • Legacy Advisors grew their employee count by 6% last year.

Legacy Advisors's People

NameTitleEmail/Phone
1
Director Finance & Chief Compliance OfficerReveal Email/Phone
2
Chief Investment StrategistReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
Legal & Tax Strategist/Wealth Planning Group ManagerReveal Email/Phone
5
Operations & Client Service ManagerReveal Email/Phone
6
Client AdvisorReveal Email/Phone
7
Client AdvisorReveal Email/Phone
8
Client AdvisorReveal Email/Phone
9
Technology StrategistReveal Email/Phone
10
Client CoordinatorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is 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 business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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Total Funding

55

Number of Employees

$10.4M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$16.8M578%N/A
#2
$12.2M580%N/A
#3
$15.1M587%N/A
#4
$11.5M61-8%N/A
#5
$12.5M62-29%N/A