WE FAMILY OFFICES

2811 Ponce De Leon Blvd
Suite 840
Coral Gables, Florida 33134
Tel: 305-825-2225

About WE FAMILY OFFICES

WE FAMILY OFFICES, formally registered with the SEC as WE FAMILY OFFICES. The firm was established in 02/14/2001. They have over 2 offices throughout the country.

WE FAMILY OFFICES is a Coral Gables, Florida based Financial Planning firm with nearly $13,909,416,024 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109869
SEC#	801-60025
Assets Managed by Firm	$13,909,416,024
No. of Clients	108
No. of Advisors	62

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	108	$13,909,416,024
High net worth individuals	108	$13,909,416,024

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