Legacy Advisors Revenue

Financial Services • Plymouth Meeting, Pennsylvania, United States • 51-100 Employees

Legacy Advisors revenue & valuation

Annual revenue	$6,434,028
Revenue per employee	$117,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$20,600,000
Total funding	No funding

Key Contacts at Legacy Advisors

Paul Hernández

Socio Director

Matthew Sgro

Director Of Finance & Chief Compliance Officer

Dennis Sullivan

Chief Executive Officer

Larry Mische

Owner

Company overview

Headquarters	5 Apollo Rd, Suite 100, Plymouth Meeting, Pennsylvania 19462, US
Phone number	+135821822
Website	legacyadvice.com
NAICS	52
Founded	2002
Employees	51-100
Socials

Legacy Advisors Email Formats

Legacy Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@legacyadvice.com), used 57.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@legacyadvice.com	57.1%
{first initial}{last name}	jdoe@legacyadvice.com	42.9%

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 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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Legacy Advisors has 27 employees across 7 departments.

Departments

Number of employees

Funding Data

Legacy Advisors has never raised funding before.

Legacy Advisors Tech Stack

Discover the technologies and tools that power Legacy Advisors's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

Open Graph

Miscellaneous

Linkedin Insight Tag

Analytics

Flywheel

Hosting

WordPress

Blogs

Divi

Page builders

jQuery Migrate

JavaScript libraries

Google Analytics

Analytics

Google Maps

Maps

Frequently asked questions

Legacy Advisors is located in Plymouth Meeting, Pennsylvania, US.

You can reach Legacy Advisors at +135821822.

Legacy Advisors generates an estimated annual revenue of $6,434,028. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Advisors has an estimated valuation of $20,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Advisors was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Legacy Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.