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WE FAMILY OFFICES
701 Brickell Avenue
Suite 2101
Miami, Florida 33131
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 Miami, Florida based Financial Planning firm with nearly $12,056,434,282 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 49 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109869 |
| SEC# | 801-60025 |
| Assets Managed by Firm | $12,056,434,282 |
| No. of Clients | 106 |
| No. of Advisors | 49 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $12,056,434,282 |
| High net worth individuals | 106 | $12,056,434,282 |
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