NEXT LEGACY MANAGEMENT, LLC - Financial Advisor in California, Palo Alto

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:

No. of Advisors:

Advisory Services Provided:

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

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