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Building 2LIVE OAK FAMILY OFFICES LLC

Map pinST. PETERSBURG, FL
Phone727-576-1245
NotebookSEC #801-123444
Total AUM
$158.3M
Employees
2
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 EXECUTIVE CENTER DRIVE W.
SUITE 101
ST. PETERSBURG
FL 33702
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
727-576-1245

ReceiptFinancials

Total AUM
$158.3M
Accounts
185
Discretionary
$158.3M
Accounts
185
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$17.4M
HNW Individual Clients
27
AUM
$128.6M
Pooled Vehicle Clients
1
AUM
$12.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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