United States · What does Legend Financial Advisors invest in?
Legend Financial Advisors says it invests in Impact Investing and Lending.
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- Impact InvestingLending
- Based in
- Pittsburgh, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration2 named
CJChristopher J KailOwner and Director of MarketingiForm ADV
JJJames Jude HoltzmanCEO, President, CCO and Wealth AdvisoriForm ADV
We also hold 8 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$390Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Legend Financial Advisors INC
- SEC number
- CRD 108207
What they claim to have backed
From their own portfolio page (on their website)
1 of 5 we have independently watched raise
ConnectFeeonlynetworkLetsmakeaplanNapfaPlannersearch
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.