LEGALIST is a Stateline, Nevada based financial advisory firm with nearly $819,690,627 in assets under management and provides investment advisory services for 11 clients. There are currently 34 financial advisors at the firm.
General Information |
Firm CRD#: | 297876 | |
SEC#: | 801-117830 | |
Assets under Management: | $819,690,627 | |
No. of Clients: | 11 | |
No. of Advisors: | 34 | |
Advisory Services Provided: | Portfolio Management for pooled Investment | |
Fee Structure: | A Percentage of AUM, Other(CARRIED INTEREST) |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
RB CAPITAL MANAGEMENT, LLC | 125678 | 801-62043 | 1267 | 14 | $628,339,624 |
ARISTA WEALTH MANAGEMENT, LLC | 141504 | 801-78190 | 1202 | 10 | $496,550,178 |
ALJIAN CAPITAL MANAGEMENT | 167381 | 801-78416 | 997 | 3 | $331,853,569 |
AMERICAN WEALTH MANAGEMENT | 122205 | 801-70453 | 815 | 9 | $501,408,277 |
PALISADE INVESTMENTS, LLC | 124776 | 801-80001 | 801 | 5 | $393,519,104 |
FORTIS CAPITAL ADVISORS, LLC | 309709 | 801-119354 | 740 | 22 | $245,306,103 |
CAPSTONE CAPITAL WEALTH ADVISORS | 123764 | 801-108040 | 732 | 5 | $313,832,667 |
BUCKLEY WEALTH MANAGEMENT, LLC | 285823 | 801-109016 | 612 | 5 | $485,232,848 |
INVESTMENT MANAGEMENT CONSULTANTS | 122718 | 801-122373 | 376 | 2 | $275,485,323 |
KINGSBRIDGE WEALTH MANAGEMENT, INC. | 165560 | 801-77197 | 240 | 4 | $308,294,361 |
HALLADOR INVESTMENT ADVISORS, INC. | 141335 | 801-67056 | 33 | 8 | $295,649,263 |
KAMICHU WEALTH MANAGEMENT LLC | 295412 | 801-113441 | 28 | 19 | $229,157,825 |
1CONFIRMATION | 295180 | 801-121940 | 7 | 4 | $599,616,558 |
KENT LAKE CAPITAL LLC | 299642 | 801-121945 | 1 | 4 | $412,535,000 |
PILGRIM GLOBAL ADVISORS LLC | 323259 | 801-126727 | 1 | 2 | $300,646,677 |