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Russell Bruce Hall

NEXT LEGACY MANAGEMENT, LLC·PALO ALTO, California
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180 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 2565739Firm CRD# 156640
01

About

Russell Bruce Hall is a registered financial advisor based in PALO ALTO, California, affiliated with NEXT LEGACY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEXT LEGACY MANAGEMENT, LLC
NEXT LEGACY MANAGEMENT, LLC
AUM
$3.8B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at NEXT LEGACY MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2565739
Firm CRD# 156640
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Russell Bruce Hall offer?
Russell Bruce Hall specializes in Retirement Planning, Wealth Management. Contact their office in PALO ALTO, California for a consultation.
What are Russell Bruce Hall's credentials?
Russell Bruce Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Bruce Hall located?
Russell Bruce Hall is based in PALO ALTO, California, working with NEXT LEGACY MANAGEMENT, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Russell Bruce Hall charge for services?
Russell Bruce Hall's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXT LEGACY MANAGEMENT, LLC?
NEXT LEGACY MANAGEMENT, LLC has approximately 25 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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