Legarza Vomund Investment Management LLC (Incline Village)

Name: Legarza Vomund Investment Management LLC
Address: 916 Southwood Blvd, Incline Village, NV, 89451
Telephone: 775-832-8555

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.

Legarza Vomund Investment Management: assets under management

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 firm manages $14.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.68 thousand each.

Fees & Commissions

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.

Careers at Legarza Vomund Investment Management LLC

Mitch R Legarza has been acting as President since 1 Apr 1998. David Vomund joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitch R Legarza	President	1 Apr 1998	50% - 75%	3090485
David Vomund	Secretary/treasurer	1 Apr 1998	50% - 75%	2748092

Based in Incline Village

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.