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Building 2LIVE OAK FAMILY OFFICES LLC

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Phone904-389-5110
NotebookSEC #801-72125
Total AUM
$70.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
904-389-5110

ReceiptFinancials

Total AUM
$70.5M
Accounts
45
Discretionary
$33.9M
Accounts
36
Non-Discretionary
$36.6M
Accounts
9

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

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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