Legacy Family Office, LLC

Legacy Family Office, LLC (CRD# 147160) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $12,562,704 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9990 Coconut Road, Suite 225, Bonita Springs, FL 34135
https://www.linkedin.com/company/legacy-family-office/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $285,516
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Legacy Family Office, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tamara Surratt, financial advisor Bonita Springs FL
Tamara L. Surratt
CRD#: 4371065
9990 Coconut Road, Suite 225, Bonita Springs, FL 34135

Tamara Surratt (CRD# 4371065) is an Investment Advisor Representative working at Legacy Family Office, LLC in Bonita Springs, FL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals