Legacy Trust Family Wealth Offices
Investment Management • 
Jacksonville Beach, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 4200 Marsh Landing Blvd, 100, Jacksonville Beach, Florida 32250, US |
| Phone number | +19042809109 |
| Website | |
| NAICS | 5231 |
| SIC | 673 |
| Keywords | Wealth Management, Lifestyle Management, Estate Planning, Investment Management, Networking, Legacy Planning, Tax Strategies, Trustee Services, Performance Monitoring And Reporting |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contact at Legacy Trust Family Wealth Offices
Jameson Tronti
Director Of Operations
Legacy Trust Family Wealth Offices Email Formats
Legacy Trust Family Wealth Offices uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Legacy Trust Family Wealth Offices
We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepared and provided for. Have you ever suspected that the financial services companies you do business with are more interested in increasing their net worth than yours? That could be because many of them are. They may earn commissions on trades or for selling certain investments. Or they may receive bonuses based on how much new business they generate — instead of how well they serve existing clients. Unlike these companies, Legacy Trust is fully independent and objective. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. That means we are free to always place your best interests first. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you.
Legacy Trust Family Wealth Offices revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $834,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Legacy Trust Family Wealth Offices has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Legacy Trust Family Wealth Offices has never raised funding before.
Legacy Trust Family Wealth Offices Tech Stack
Discover the technologies and tools that power Legacy Trust Family Wealth Offices's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Miscellaneous
JavaScript libraries
Maps
JavaScript libraries
CDN
JavaScript frameworks
Security
Analytics
Video players
Font scripts
United Arab Emirates
Israel
Canada
Frequently asked questions
4.8
40,000 users
