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LEGAL ADVANTAGE INVESTMENTS, INC.
CRD 118131 · SEC 801-119120
CA, United States
Phone
650-714-5989
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.3M
Discretionary AUM
$275.3M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $268.7M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD