Active
LIVE OAK FAMILY OFFICES LLC
Investment Advice|ST. PETERSBURG, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$158.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 158.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 141570 |
| SEC Number | 801-123444 |
| Street Address | 888 EXECUTIVE CENTER DRIVE W. |
| Street Address 2 | SUITE 101 |
| Location | ST. PETERSBURG, FL 33702 |
| Country | United States |
| Phone | 727-576-1245 |
| Total Employees | 2 |
Client Count by Type (56 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 28 |
| High Net Worth Individual… | 27 |
| Pooled Investment Vehicle… | 1 |
County data not available for this organization.