LEGACY FAMILY OFFICE, LLC
CRD #147160 SEC #801-69166 ESTERO, FL 239-949-1982
SEC Registered
Total AUM
$33.5M
Discretionary
$0
Employees
1
Clients
11
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $33.5M | $0 | $33.5M | 1 | 11 |
| Jun 2012 | $33.5M | $0 | $33.5M | 1 | 11 |
| May 2012 | $33.5M | $0 | $33.5M | 1 | 11 |
| Mar 2012 | $33.5M | $0 | $33.5M | 1 | 11 |
| Jun 2011 | $43.1M | $0 | $43.1M | 5 | -- |
| Apr 2011 | $43.1M | $0 | $43.1M | 5 | -- |
| Aug 2010 | $39.2M | $0 | $39.2M | 5 | -- |
| Aug 2010 | $39.2M | $0 | $39.2M | 5 | -- |
| Jun 2009 | $28.8M | $0 | $28.8M | 5 | -- |
DateJul 2012
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees1
Clients11
DateJun 2012
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees1
Clients11
DateMay 2012
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees1
Clients11
DateMar 2012
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees1
Clients11
DateJun 2011
Total AUM$43.1M
Discretionary$0
Non-Disc.$43.1M
Employees5
Clients--
DateApr 2011
Total AUM$43.1M
Discretionary$0
Non-Disc.$43.1M
Employees5
Clients--
DateAug 2010
Total AUM$39.2M
Discretionary$0
Non-Disc.$39.2M
Employees5
Clients--
DateAug 2010
Total AUM$39.2M
Discretionary$0
Non-Disc.$39.2M
Employees5
Clients--
DateJun 2009
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--