Live Oak Family Offices LLC

Live Oak Family Offices LLC (CRD# 141570) is a financial advisory firm headquartered in , . They manage $147,541,325 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

http://www.lofollc.com

By the Numbers

Total Assets Under Management

148

MILLION
Total Number of Accounts

117

ACCOUNTS
Average Account Value

$1,261,037

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Live Oak Family Offices LLC

Showing 1 - 2 of 2 top financial advisors.

Kevin P. McCutcheon

CRD#: 6105535

888 Executive Center Drive W., Suite 101, Saint Petersburg, FL 33702

Kevin McCutcheon (CRD# 6105535) is an Investment Advisor Representative working at Live Oak Family Offices LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.

Harry T. Platt

CRD#: 1008415

Jacksonville, FL

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.

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.

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