CRD: 147160
Legacy Family Office, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 05-29-2008
- Office Locations
- 2
Office Locations
About Legacy Family Office, LLC
Legacy Family Office, LLC is a Southwest Florida–based RIA and multi-family office serving families of exceptional wealth with integrated investment advisory, tax and estate planning oversight, family governance, philanthropy, risk management and lifestyle administration. The firm builds IPS-driven portfolios, oversees rebalancing and manager due diligence, and can provide access to alternatives. Clients get high-touch service plus a secure “Legacy Wealth Connection” portal with daily account aggregation.
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Owner & Executives
TAMARA LYNN SURRATT
Chief Compliance Officer, Managing Member
- CRD
- #4371065
- Ownership
- 75% or more
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Tamara Surratt
President and CEO
- CRD
- --
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,060,442 | -- |
| Non-Discretionary | $0 | $515,616 |
| Total | $65,060,442 | $515,616 |
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Separately Managed Accounts
Total SMA Asset: $65,060,442
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,037,301,127 | 13.1% |
| Equity - Exchange | $2,058,765,596 | 26.0% |
| Municipal Bonds | $1,005,627,811 | 12.7% |
| U.S. Government/Agency | $910,607,860 | 11.5% |
| Cash | $1,076,892,774 | 13.6% |
| Corporate - Investment Grade | $1,829,134,049 | 23.1% |
| Total | $7,918,329,217 | 100.0% |