$428.4M Total AUM
$364.4M Disc. AUM
8.1% 3Y CAGR
1 Employees
7 ADV. Clients
7 yrs Firm Age
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- Custodian
- BNY Mellon · Brown Brothers · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2018
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Lega Z Advisory LLC
LEGA Z Advisory LLC is an independent, bank-agnostic RIA in San Francisco providing financial planning and discretionary portfolio management for entrepreneurs and other individuals. Portfolios emphasize ETFs and public funds alongside investment-grade fixed income, with an ability to incorporate socially responsible mandates. Led by managing member/CCO Paul Max Seiferle.
Team overview
-- AVG AGE
$428.4M AVG AUM / ADVISOR
$61.2M AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Frontier wave Pathway delta Delta ember Timber vector Atlas
Client Personas
Quantum
Custodian
Peak Catalyst optima Ridge
Investment Themes
Insight glacier Ember crest Delta
Investment Vehicles
Vertex
Services
Peak eagle Ember oak Bridge
Owner & Executives
P
PAUL MAX SEIFERLE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5604068
- Ownership
- 75% or more
(825) 579-3146
vector.momentum@radialcapital.com
in linkedin.com/in/meridian-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,434,360 | $16,565,198 |
| Non-Discretionary | $63,990,419 | $1,523,581 |
| Total | $428,424,779 | $6,694,137 |
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Separately Managed Accounts
Total SMA Asset: $428,424,779
Equity - Exchange:
15.8% Public Funds:
24.2% Corporate - Investment Grade:
24.9% Cash:
16.0% U.S. Government/Agency:
9.4% Corporate - Non-Investment Grade:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,215,632,940 | 15.8% |
| Public Funds | $1,861,918,806 | 24.2% |
| Corporate - Investment Grade | $1,915,775,962 | 24.9% |
| Cash | $1,231,020,698 | 16.0% |
| U.S. Government/Agency | $723,224,660 | 9.4% |
| Corporate - Non-Investment Grade | $746,306,298 | 9.7% |
| Total | $7,693,879,364 | 100.0% |