NEXT LEGACY MANAGEMENT, LLC

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

About NEXT LEGACY MANAGEMENT, LLC

NEXT LEGACY MANAGEMENT, LLC, formally registered with the SEC as NEXT LEGACY MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

NEXT LEGACY MANAGEMENT, LLC is a Palo Alto, California based Financial Planning firm with nearly $3,831,905,383 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156640
SEC#	801-73561
Assets Managed by Firm	$3,831,905,383
No. of Clients	44
No. of Advisors	25

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$3,831,905,383

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