LIVE OAK FAMILY OFFICES LLC
Tel: 727-576-1245 888 Executive Center Drive W. Suite 101 St. Petersburg, Florida 33702
About LIVE OAK FAMILY OFFICES LLC
LIVE OAK FAMILY OFFICES LLC is a St. Petersburg, Florida based financial advisory firm with nearly $158,350,000 in assets under management and provides investment advisory services for 185 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
141570
Firm SEC#:
801-123444
Assets Under Management:
$158,350,000
No. of Clients:
185
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Selection for other advisors
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