LEGALIST

195 Hwy. 50
No. 7172-210
Stateline, Nevada 89449
Tel: 415-570-7878

About LEGALIST

LEGALIST, formally registered with the SEC as LEGALIST. The firm was established in 12/20/2019. They have over 2 offices throughout the country.

LEGALIST is a Stateline, Nevada based Financial Planning firm with nearly $819,690,627 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297876
SEC#	801-117830
Assets Managed by Firm	$819,690,627
No. of Clients	11
No. of Advisors	34

Fee Structure

A Percentage of AUM
Other(CARRIED INTEREST)

Advisory Services Provided

Portfolio Management for pooled Investment

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$819,690,627

Inquire with LEGALIST

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GUIDED CHOICE ASSET MANAGEMENT, INC. 200 S Virginia Street, Suite 310 Reno, NV, 89501	$6,107,388,811	106443	26
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