LEGACY FAMILY OFFICE, LLC

ESTERO, Florida·1 registered advisor·CRD# 147160
SEC# 801-69166239-949-1982
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEGACY FAMILY OFFICE, LLC

1 registered advisor
Tammy Lynn Surratt
ESTERO, Florida
05

Office Locations

ESTERO, Florida
1 advisor

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Data sourced from SEC Form ADV filings. LEGACY FAMILY OFFICE, LLC (CRD# 147160) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.