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Administrative Assistant · Legal Advantage Investments, Inc.

Karen A. Ammer

CRD 6927729 · Named on Form ADV at one SEC-registered adviser

At a glance

Legal Advantage Investments, Inc., an SEC-registered wealth manager with $275 million in regulatory assets, lists Karen A. Ammer on its Form ADV as Administrative Assistant.

Firms and roles

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Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David M. SpectorPresident/chief Compliance Officer, Legal Advantage Investments, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.