Legal Advantage Investments, Inc.

Legal Advantage Investments, Inc. (CRD# 118131) is a financial advisory firm headquartered in , . They manage $77,004,310 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $3,080,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legal Advantage Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kristen M. Barton
CRD#: 3076372
Los Altos Hills, CA
96
Wealthminder
score

Kristen Barton (CRD# 3076372) is an Investment Advisor Representative working at Legal Advantage Investments, Inc. in Los Altos Hills, CA and has over 16 years of experience in the finance industry.

2
David Spector
CRD#: 2303120
Los Altos Hills, CA
87
Wealthminder
score

David Spector (CRD# 2303120) is an Investment Advisor Representative working at Legal Advantage Investments, Inc. in Los Altos Hills, CA and has 1 year of experience in the finance industry.

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