Investment adviser · CRD 147160

LEGACY FAMILY OFFICE, LLC

Investment adviser filing (IA)

ESTERO, FL, United States · Form ADV filed Jul 19, 2012

Regulatory AUM
$33.5M
Form ADV · Item 5.F
Client accounts
65
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Fixed

Principal office

23160 FASHION DRIVE, SUITE 227
ESTERO, FL, 33928, United States

CRD 147160

Filing source

Form ADV 660529 · Jul 19, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.