Legend Capital Management, LLC

Legend Capital Management, LLC (CRD# 118299) is a financial advisory firm headquartered in , . They manage $18,754,006 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $18,754,006
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Legend Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Holly B. Bogin
CRD#: 1175943
Larkspur, CA
93
Wealthminder
score

Holly Bogin (CRD# 1175943) is an Investment Advisor Representative working at Legend Capital Management, LLC in Larkspur, CA and has over 8 years of experience in the finance industry.

2
James M. Bogin
CRD#: 1859326
Larkspur, CA
87
Wealthminder
score

James Bogin (CRD# 1859326) is an Investment Advisor Representative working at Legend Capital Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry.

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