Insights

Innovative Technology Adoption Legend Advisory Corporation was an early adopter of artificial intelligence technology in asset management, demonstrating a strong technological edge and openness to integrating advanced solutions, which can be appealing for clients seeking innovative investment approaches.

Specialized Asset Management The company's focus on AI-driven and fundamental analysis-based investment strategies highlights its differentiated service offering, presenting opportunities to attract clients interested in sophisticated, proactive portfolio management.

Growth Potential With an annual revenue estimated between $10 million and $25 million and a relatively moderate-sized team, Legend Advisory presents opportunities for scalable growth and deeper institutional partnerships with larger firms in the financial services sector.

Industry Affiliation Being part of the First Allied Holdings Inc. and affiliated with a network of well-established financial companies offers potential partnership or referral opportunities to expand client base and service offerings.

Market Differentiation Despite operating in a highly competitive industry with large firms, Legend Advisory's early AI integration and customized investment programs position it as a niche provider, making it attractive to clients seeking innovative and risk-aware asset management solutions.

Legend Advisory Corporation Tech Stack

Media & News

Legend Advisory Corporation's Email Address Formats

Legend Advisory Corporation uses at least 1 format(s):
Legend Advisory Corporation Email FormatsExamplePercentage
FLast@legendadvisorycorp.comJDoe@legendadvisorycorp.com
44%
FirLast@legendadvisorycorp.comJohDoe@legendadvisorycorp.com
6%
First.Last@legendadvisorycorp.comJohn.Doe@legendadvisorycorp.com
6%
FLast@legendadvisorycorp.comJDoe@legendadvisorycorp.com
44%

Frequently Asked Questions

Where is Legend Advisory Corporation's headquarters located?

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Legend Advisory Corporation's main headquarters is located at 4600 East Park Drive, Suite 300. The company has employees across 1 continents, including North America.

What is Legend Advisory Corporation's phone number?

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You can contact Legend Advisory Corporation's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legend Advisory Corporation's official website and social media links?

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Legend Advisory Corporation's official website is legendadvisorycorp.com and has social profiles on LinkedIn.

What is Legend Advisory Corporation's SIC code NAICS code?

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Legend Advisory Corporation's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Legend Advisory Corporation have currently?

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As of December 2025, Legend Advisory Corporation has approximately 51 employees across 1 continents, including North America. Key team members include Regional Vice President: G. O.Information Systems Manager: M. C.Investment Analyst: A. T.. Explore Legend Advisory Corporation's employee directory with LeadIQ.

What industry does Legend Advisory Corporation belong to?

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Legend Advisory Corporation operates in the Financial Services industry.

What is Legend Advisory Corporation's email format?

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Legend Advisory Corporation's email format typically follows the pattern of FLast@legendadvisorycorp.com. Find more Legend Advisory Corporation email formats with LeadIQ.

Legend Advisory Corporation

Financial ServicesFlorida, United States51-200 Employees

In 1991, Legend Advisory Corporation pioneered one of the first mutual fund asset allocation programs employing artificial intelligence technology in the ongoing management of investment portfolios. Since that time, we have successfully leveraged our extensive research and experience to develop a selection of asset management programs that are based on our proactive, artificial intelligence-driven investment discipline coupled with fundamental analysis conducted by our investment team. No client was compensated to follow this page. The appearance of those people that have selected to follow this page is not an endorsement of Legend Advisory Corporation or any of their affiliates. It is not known is such individuals approve or disapprove of our services. The Legend Group of Companies includes Legend Equities Corporation, a FINRA member broker-dealer, Legend Advisory Corporation, a registered investment adviser and The Legend Group/Advisory Services Corporation, a third party administrator. The Legend Group of Companies is part of First Allied Holdings Inc., which also includes First Allied Securities, Inc., a registered independent broker/dealer, member FINRA/SIPC, and First Allied Advisory Services, Inc., a registered investment adviser. All companies in the First Allied Holdings family are members of Cetera Financial Group.

Section iconCompany Overview

Headquarters
4600 East Park Drive, Suite 300
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Legend Advisory Corporation's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Legend Advisory Corporation's revenue is estimated to be in the range of $10M$25M

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