LEGAL ADVANTAGE INVESTMENTS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $275.3M |
| Discretionary | $275.3M100% of AUM |
| Client Accounts | 165 |
| Avg Account Size | $1.7M |
| Employees | 2 |
| Peak AUM | $275.3MMar 2026 |
| AUM CAGR | +11.5% /yrover 18 yrs · 22 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $275M | +17.4% | +19.9% | +11.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $275.3M |
| Discretionary | $275.3M |
| Employees | 2 |
| Client Accounts | 165 |
| Client Range | 26-50 |
Contact & Location
Phone
650-714-5989
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$275M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Structure
No related registrations reported