LEGIONCE INVESTMENT ADVISORS, INC.

Overview

Legionce Investment Advisors, Inc. operates as a small, corporate-structured advisory firm that appears to deliver portfolio management services alongside its law firm activities. The firm focuses on advising individuals and small businesses and charges either a percentage of assets under management or fixed fees. Its filings show a clear preference for equity exposure, with a substantial portion of assets routed into exchange-traded instruments. The adviser reports discretionary control over its reported assets, indicating portfolio decisions are made on a discretionary basis for the accounts it manages. Legionce is not positioned as an ESG-focused advisor, is not a multi-state adviser, and is not a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices