Next Legacy Management, LLC

Next Legacy Management, LLC (CRD# 156640) is a financial advisory firm headquartered in Palo Alto, CA. They manage $3,831,905,383 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
180 Lytton Avenue, Palo Alto, CA 94301
https://www.nextlegacy.com
By the Numbers
  • Total Assets Under Management
    3,832
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $87,088,759
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Next Legacy Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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