Legion Partners Asset Management, LLC

Legion Partners Asset Management, LLC (CRD# 164136) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $130,600,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $21,766,667
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
  • Pension consulting services
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 Legion Partners Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David A. Katz
CRD#: 3253961
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212
93
Wealthminder
score

David Katz (CRD# 3253961) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 15 years of experience in the finance industry.

2
Christopher S. Kiper
CRD#: 5798843
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212
93
Wealthminder
score

Christopher Kiper (CRD# 5798843) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry.

3
Bradley S. Vizi
CRD#: 5798934
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212
93
Wealthminder
score

Bradley Vizi (CRD# 5798934) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry.

4
Raymond T. White
CRD#: 5360420
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212
90
Wealthminder
score

Raymond White (CRD# 5360420) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 5 years of experience in the finance industry.

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