Legarza Vomund Investment Management LLC is an internet adviser based in Incline Village. It manages $14.75 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001.
Legarza Vomund Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Legarza Vomund Investment Management LLC is $14.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Legarza Vomund Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mitch R Legarza has been acting as President since 1 Apr 1998. David Vomund joined the executive team most recently as the Secretary/Treasurer.
The principal office where Legarza Vomund Investment Management LLC performs its advisory services is located at 916 Southwood Blvd, Incline Village, NV 89451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 775-832-8555 or by fax 775-832-8557. The normal business hours are 7:00a.m.-4:00p.m pacific time on Monday - Friday. You can find more information about the New York firm at www.lvim.com.