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
Next Legacy Management, LLC
By the Numbers
-
Total Assets Under Management3,832MILLION
-
Total Number of Accounts44ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Next Legacy Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.