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NEXT LEGACY MANAGEMENT, LLC

Tel: 650-324-5980
180 Lytton Avenue
Palo Alto, California  94301

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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

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

Firm CRD#:

156640

SEC#:

801-73561

No. of Clients:

44

Assets under Management

$3,831,905,383

No. of Advisors:

25

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