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Home > Retirement Planners > florida > st petersburg > LIVE OAK FAMILY OFFICES LLC
LIVE OAK FAMILY OFFICES LLC
888 Executive Center Drive W.
Suite 101
St. Petersburg, Florida 33702
Tel: 727-576-1245
About LIVE OAK FAMILY OFFICES LLC
LIVE OAK FAMILY OFFICES LLC, formally registered with the SEC as LIVE OAK FAMILY OFFICES LLC. The firm was established in 03/14/2022. They have over 1 offices throughout the country.
LIVE OAK FAMILY OFFICES LLC is a St. Petersburg, Florida based Financial Planning firm with nearly $158,350,000 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141570 |
| SEC# | 801-123444 |
| Assets Managed by Firm | $158,350,000 |
| No. of Clients | 185 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 185 | $158,350,000 |
| Individuals (other than high net worth individuals) | 28 | $17,375,000 |
| High net worth individuals | 27 | $128,625,000 |
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