Legal Advantage Investments is an investment advisor in Los Altos Hills with $187.88 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
770229515
SEC advisor number
801-119120
FINRA CRD number
118131
AUM ?
$187.88 mm
(as of 12 Sep 22)
Accounts
151
(as of 12 Sep 22)
Employees
2
(1 investment advisory or research)
Office hours
Monday - Friday, 9:30 AM TO 4:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Spector, David, Mark | President/chief Compliance Officer | 08/1989 | > 75% |
Ammer, Karen, Ann | Administrative Assistant | 04/2005 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22