Live Oak Family Offices LLC

Live Oak Family Offices LLC (CRD# 141570) is a financial advisory firm headquartered in , . They manage $72,604,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $1,423,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Live Oak Family Offices LLC
Showing 1 - 1 of 1 top financial advisors.
1
Harry T. Platt
CRD#: 1008415
Jacksonville, FL
90
Wealthminder
score

Harry Platt (CRD# 1008415) is an Investment Advisor Representative working at Live Oak Family Offices LLC in Jacksonville, FL and has 1 year of experience in the finance industry.

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