LEGALIST

2700 19th Street
San Francisco, California 94110
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 San Francisco, California based Financial Planning firm with nearly $973,492,978 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297876
SEC#	801-117830
Assets Managed by Firm	$973,492,978
No. of Clients	13
No. of Advisors	33

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$973,492,978

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