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FAMILY, WEALTH AND LEGACY LLC

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Company Details

Name: FAMILY, WEALTH AND LEGACY LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Feb 2011 (14 years ago)
Entity Number: 4060709
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: C/O MICHAEL W. PALUMBOS, 32 BISHOPS COURT, PITTSFORD, NY, United States, 14534

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent C/O MICHAEL W. PALUMBOS, 32 BISHOPS COURT, PITTSFORD, NY, United States, 14534

Form 5500 Series

Employer Identification Number (EIN):
275285722
Plan Year:
2024
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:

Filings

Filing Number Date Filed Type Effective Date
190111060417 2019-01-11 BIENNIAL STATEMENT 2017-02-01
150518000205 2015-05-18 CERTIFICATE OF AMENDMENT 2015-05-18
131107006632 2013-11-07 BIENNIAL STATEMENT 2013-02-01
110502000116 2011-05-02 CERTIFICATE OF PUBLICATION 2011-05-02
110228000449 2011-02-28 ARTICLES OF ORGANIZATION 2011-02-28

USAspending Awards / Financial Assistance

Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
48857.00
Total Face Value Of Loan:
48857.00

Trademarks Section

Serial Number:
99240063
Mark:
FAMILY BUSINESS FAMILY OFFICE
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-06-18
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FAMILY BUSINESS FAMILY OFFICE

Goods And Services

For:
Family office services in the nature of financial wealth management services
First Use:
2025-05-15
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
99238047
Mark:
THE FAMILY BUSINESS FLYWHEEL
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-06-17
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE FAMILY BUSINESS FLYWHEEL

Goods And Services

For:
Family office services in the nature of financial wealth management services
First Use:
2025-05-15
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
99207706
Mark:
FAMILY WEALTH AND LEGACY
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FAMILY WEALTH AND LEGACY

Goods And Services

For:
Family office services in the nature of financial wealth management services
First Use:
2015-05-18
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$48,857
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$48,857
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$49,396.43
Servicing Lender:
KeyBank National Association
Use of Proceeds:
Payroll: $48,857

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State