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LEGACY FAMILY OFFICE, LLC
CRD 147160 · SEC 801-69166
9990 COCONUT ROAD, SUITE 225, BONITA SPRINGS, FL, 34135, United States
Phone
239-949-1982
Fax
239-949-1981
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
3 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $189K |
| High net worth individuals | 26 | $63.4M |
| Charitable organizations | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD