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Building 2LEGACY FAMILY OFFICE, LLC

Map pinESTERO, FL
Phone239-949-1982
NotebookSEC #801-69166
Total AUM
$33.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23160 FASHION DRIVE
SUITE 227
ESTERO
FL 33928
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
239-949-1982

ReceiptFinancials

Total AUM
$33.5M
Accounts
65
Discretionary
$0
Accounts
0
Non-Discretionary
$33.5M
Accounts
65

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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