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FIFTH AVENUE FAMILY OFFICE LLC - Florida Company Profile

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Company Details

Entity Name: FIFTH AVENUE FAMILY OFFICE LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 17 Jan 2006 (20 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 03 Jan 2023 (3 years ago)
Document Number: L06000008130
FEI/EIN Number 204191890
Address: 3003 TAMIAMI TRAIL N, SUITE 410, NAPLES, FL, 34103, US
Mail Address: 3003 TAMIAMI TRAIL N, SUITE 410, NAPLES, FL, 34103, US
ZIP code: 34103
City: Naples
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
PRICE GARY B Managing Member 3120 LEEWARD LANE, NAPLES, FL, 34103
PRICE GARY BJR. Agent 3003 TAMIAMI TRAIL N., NAPLES, FL, 34103
CARTWRIGHT TIMOTHY J Managing Member 4750 WHISPERING PINE, NAPLES, FL, 34103

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000114346 FIFTH AVENUE FAMILY OFFICE EXPIRED 2018-10-22 2023-12-31 - 3003 TAMIAMI TRAIL N, #410, NAPLES, FL, 34103

Events

Event Type Filed Date Value Description
LC STMNT OF RA/RO CHG 2023-01-03 - -
REGISTERED AGENT NAME CHANGED 2023-01-03 PRICE, GARY B, JR. -
LC NAME CHANGE 2019-12-23 FIFTH AVENUE FAMILY OFFICE LLC -
REGISTERED AGENT ADDRESS CHANGED 2012-01-04 3003 TAMIAMI TRAIL N., SUITE 410, NAPLES, FL 34103 -
CHANGE OF PRINCIPAL ADDRESS 2011-10-25 3003 TAMIAMI TRAIL N, SUITE 410, NAPLES, FL 34103 -
CHANGE OF MAILING ADDRESS 2011-10-25 3003 TAMIAMI TRAIL N, SUITE 410, NAPLES, FL 34103 -

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-23
CORLCRACHG 2023-01-03
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-04-08
ANNUAL REPORT 2020-01-16
LC Name Change 2019-12-23
ANNUAL REPORT 2019-03-04
ANNUAL REPORT 2018-01-25

Trademarks

Serial Number:
90656972
Mark:
CORETAXALPHA
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-04-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CORETAXALPHA

Goods And Services

For:
Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts, exchange traded funds, and mutual funds for equity and fixed income investments, the equity allocation utilizes a tax-loss harvesting technique to create taxable losses while maint...
First Use:
2020-01-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88262261
Mark:
FIFTH AVENUE FAMILY OFFICE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-01-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FIFTH AVENUE FAMILY OFFICE

Goods And Services

For:
Financial services, namely, wealth management services; financial planning advisory services and investment advisory services; fiduciary services, namely, fiduciary representative services; financial trust planning and administration; financial services, namely, investment advice, investment managem...
First Use:
2018-12-10
International Classes:
036 - Primary Class
Class Status:
Active
For:
Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; developing and managing the charitable giving programs of others on behalf of wealthy individuals and families; administr...
First Use:
2018-12-10
International Classes:
035 - Primary Class
Class Status:
Active

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Date of last update: 01 Aug 2025

Sources: Florida Department of State