We Family Offices
We Family Offices (CRD# 109869) is a financial advisory firm headquartered in Coral Gables, FL. They manage $13,909,416,024 in 108 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management13,909MILLION
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$128,790,889
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NY
Claudia Naffah (CRD# 5842814) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 9 years of experience in the finance industry.
Julie Neitzel (CRD# 2561846) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 29 years of experience in the finance industry.
Rocio Ortega (CRD# 4285252) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 22 years of experience in the finance industry.
Cesar Pachon (CRD# 4074988) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 23 years of experience in the finance industry.
Ana Sacio (CRD# 6591733) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 8 years of experience in the finance industry.
Andres Sanchez Villalba (CRD# 7053449) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 5 years of experience in the finance industry.
Santiago Ulloa (CRD# 4351594) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 13 years of experience in the finance industry.
Myron Zeuner (CRD# 4534178) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 10 years of experience in the finance industry.
Carl Carlson (CRD# 7134945) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 3 years of experience in the finance industry.
Felipe Castro (CRD# 6890338) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 2 years of experience in the finance industry.