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Building 2LEGAL ADVANTAGE INVESTMENTS, INC.

Map pin
Phone650-714-5989
NotebookSEC #801-119120
Total AUM
$275.3M
Employees
2
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30 AM TO 4:00 PM
Monday - Friday
Phone
650-714-5989

ReceiptFinancials

Total AUM
$275.3M
Accounts
165
Discretionary
$275.3M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2.3M
HNW Individual Clients
24
AUM
$268.7M
Charitable Organization Clients
1
AUM
$4.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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