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WE FAMILY OFFICES
Tel: 305-825-2225
2811 Ponce De Leon Blvd Suite 840
Coral Gables, Florida 33134
WE FAMILY OFFICES
WE FAMILY OFFICES is a Coral Gables, Florida based financial advisory firm with nearly $13,909,416,024 in assets under management and provides investment advisory services for 108 clients. There are currently 62 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
109869
SEC#:
801-60025
No. of Clients:
108
Assets under Management
$13,909,416,024
No. of Advisors:
62
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