LEGEND ADVISORY, LLC
SEC file number 801-13887
· PALM BEACH GARDENS, FL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.95B
Discretionary AUM
$1.29B
Employees
303
Clients
142
Firm
- Address
- 4600 EAST PARK DRIVE
PALM BEACH GARDENS, FL 33410-4258 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
-
Advisory List, Inc. · D · Oct 14, 2026$260K
-
SB Advisory Partners LLC · D · Feb 19, 2026$8M