NEXT LEGACY MANAGEMENT, LLC
Portola Valley, CA
AUM
$4.41B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-324-5980
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, PORTOLA VALLEY
2 advisers found
Portola Valley, CA
AUM
$4.41B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-324-5980
Portola Valley, CA
AUM
$2.02B
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-234-4300