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LEGA Z ADVISORY LLC
(415) 601-8482
SEC #801-113695Total AUM
$428.4M
Employees
1Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONL
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONL
Phone
(415) 601-8482
Other Offices
1
Financials
Total AUM
$428.4M
Accounts
64Discretionary
$364.4M
Accounts
22Non-Discretionary
$64M
Accounts
42
Clients
HNW Individual Clients
7AUM
$428.4M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.