NEXT LEGACY MANAGEMENT, LLC
Tel: 650-324-5980 180 Lytton Avenue Palo Alto, California 94301
About NEXT LEGACY MANAGEMENT, LLC
NEXT LEGACY MANAGEMENT, LLC is a Palo Alto, California based financial advisory firm with nearly $3,831,905,383 in assets under management and provides investment advisory services for 44 clients. There are currently 25 financial advisors at the firm.
General Information
Firm CRD#:
156640
Firm SEC#:
801-73561
Assets Under Management:
$3,831,905,383
No. of Clients:
44
Advisory Services Provided:
Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors
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