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Building 2CONTRARY LEGACY LLC

Map pin
Phone862-354-0870
NotebookSEC #801-127459
Total AUM
$139.7M
Employees
4
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
862-354-0870
Other Offices
2

ReceiptFinancials

Total AUM
$139.7M
Accounts
63
Discretionary
$0
Accounts
0
Non-Discretionary
$139.7M
Accounts
63

ContactClients

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HNW Individual Clients
20
AUM
$139.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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