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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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