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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SURRATT, TAMMY, LYNN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 8, 2012 REGISTERED
Notice Filings (1)
FL
Address
23160 FASHION DRIVESUITE 227
ESTERO, FL 33928
United States
Phone: 239-949-1982