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Legacy Investment Advisors, LLC

RIA Voorhees, NJ CRD 144477 Last verified October 2026

Overview

Legacy Investment Advisors, LLC is a state registered investment adviser based in Voorhees, NJ, registered since 2016. It reports $31.5M in assets under management across 95 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM
$31.5M
Discretionary
100%
Accounts
95
Average account
$332K
Employees
4
Advisory reps
3
Registered since
2016
Jurisdictions
5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Charities and Non-Profits
  • Government
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 3

Location

Headquarters
603 Sheppard Rd
Voorhees, NJ 08043
County
Camden
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Region
Northeast

Registrations

Every state, with registration dates

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