We Family Offices

We Family Offices (CRD# 109869) is a financial advisory firm headquartered in Miami, FL. They manage $13,382,462,057 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

701 Brickell Avenue, Suite 2101, Miami, FL 33131

https://www.linkedin.com/company/we-family-offices/

By the Numbers

Total Assets Under Management

13,382

MILLION
Total Number of Accounts

96

ACCOUNTS
Average Account Value

$139,400,646

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at We Family Offices

Showing 11 - 20 of 29 top financial advisors.

11

Maria E. Lagomasino

CRD#: 4596698

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Maria Lagomasino (CRD# 4596698) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 8 years of experience in the finance industry.

12

César P. Maldonado

CRD#: 5859899

701 Brickell Avenue, Suite 2101, Miami, FL 33131

César Maldonado (CRD# 5859899) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 11 years of experience in the finance industry.

13

Claudia J. Naffah

CRD#: 5842814

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Claudia Naffah (CRD# 5842814) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 7 years of experience in the finance industry.

14

Julie L. Neitzel

CRD#: 2561846

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Julie Neitzel (CRD# 2561846) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 27 years of experience in the finance industry.

15

Rocio M. Ortega

CRD#: 4285252

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Rocio Ortega (CRD# 4285252) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 21 years of experience in the finance industry.

16

Cesar A. Pachon

CRD#: 4074988

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Cesar Pachon (CRD# 4074988) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 22 years of experience in the finance industry.

17

CRD#: 6591733

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Ana Sacio (CRD# 6591733) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 6 years of experience in the finance industry.

18

Andres Sanchez Villalba

CRD#: 7053449

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Andres Sanchez Villalba (CRD# 7053449) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 3 years of experience in the finance industry.

19

CRD#: 4351594

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Santiago Ulloa (CRD# 4351594) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 11 years of experience in the finance industry.

20

Myron M. Zeuner

CRD#: 4534178

701 Brickell Avenue, Suite 2101, Miami, FL 33131

Myron Zeuner (CRD# 4534178) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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