Legal Advantage Investments, Inc.

Legal Advantage Investments, Inc. (CRD# 118131) is a financial advisory firm headquartered in , . They manage $201,790,345 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $1,301,873
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legal Advantage Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David M. Spector
CRD#: 2303120
Los Altos Hills, CA

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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