Contrary Legacy LLC

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Assets, Funds, Holdings

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Contrary Legacy LLC
CRD #325014
SEC #801-127459
CIK #
AUM $88.6 M (2025-07-28)
Employees 4 (25% Investors, 0% Brokers)
Phone862-354-0870
Address
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
907254361802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 19 88.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 68 88.6
By Discretionary
Discretionary 0 0.0
Non-Discretionary 68 88.6
Total 68 88.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 88.6
Total 68 88.6
Comparable Firms State AUM ($B)
Alsari Wealth Management Global Advisors LLC
CA 0.1
Brazos Capital LLC
TX 0.1
Wallstreeticom LLC
NY 0.1
CornerStone Professional Advisor Services LLC
NY 0.1
Quint Wealth Management Inc
NY 0.1
Senior Tax Advisory Group Inc
CO 0.1
KJ Capital Management LLC
0.1
Point B Planning LLC
NY 0.1
Institutional Investment Advisors Corp
NY 0.1
TS Bank
IA 0.1
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