ALLIE FAMILY OFFICE LLC

1200 Brickell Avenue
Suite 800
Miami, Florida 33131
Tel: 786-635-7162

About ALLIE FAMILY OFFICE LLC

ALLIE FAMILY OFFICE LLC, formally registered with the SEC as ALLIE FAMILY OFFICE LLC. The firm was established in 06/15/2020. They have over 2 offices throughout the country.

ALLIE FAMILY OFFICE LLC is a Miami, Florida based Financial Planning firm with nearly $1,146,566,959 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307144
SEC#	801-118866
Assets Managed by Firm	$1,146,566,959
No. of Clients	49
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	49	$1,146,566,959
High net worth individuals	28	$304,751,335
Corporations or other businesses	21	$841,815,624

More Retirement Planning firms in Miami, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Miami, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.