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Building 2LEGACY BEYOND WEALTH LLC

Map pin
Phone408-464-3876
NotebookSEC #801-129033
Total AUM
$342M
Employees
1
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
408-464-3876

ReceiptFinancials

Total AUM
$342M
Accounts
14
Discretionary
$0
Accounts
0
Non-Discretionary
$342M
Accounts
14

ContactClients

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HNW Individual Clients
3
AUM
$11.5M
Corporation or Business Clients
11
AUM
$330.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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