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).

Current Firm Details
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134
https://www.facebook.com/wefamilyofficesofficialpage/
By the Numbers
  • Total Assets Under Management
    13,909
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $128,790,889
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
The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at We Family Offices
Showing 21 - 29 of 29 top financial advisors.
21
Sebastian Felder, financial advisor Coral Gables FL
Sebastian A. Felder
CRD#: 7254285
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Sebastian Felder (CRD# 7254285) 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.

22
John Mark Kellogg, financial advisor Coral Gables FL
John Mark J. Kellogg
CRD#: 7819041
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

John Mark Kellogg (CRD# 7819041) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has 1 year of experience in the finance industry.

23
Juan Londono, financial advisor Coral Gables FL
Juan F. Londono
CRD#: 6692003
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Juan Londono (CRD# 6692003) 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.

24
Bernardo Marti, financial advisor Coral Gables FL
Bernardo Marti
CRD#: 7514201
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Bernardo Marti (CRD# 7514201) 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.

25
Drew McNeil, financial advisor New York NY
Drew J. McNeil
CRD#: 7514072
1270 6th Avenue, New York, NY 10020

Drew McNeil (CRD# 7514072) is an Investment Advisor Representative working at We Family Offices in New York, NY and has 1 year of experience in the finance industry.

26
Carolina Montealegre, financial advisor Coral Gables FL
Carolina I. Montealegre
CRD#: 7317561
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Carolina Montealegre (CRD# 7317561) 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.

27
Carles Morera Rosell, financial advisor Coral Gables FL
Carles Morera Rosell
CRD#: 7506016
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Carles Morera Rosell (CRD# 7506016) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has 1 year of experience in the finance industry.

28
Marcos Ortiz, financial advisor Coral Gables FL
Marcos J. Ortiz
CRD#: 6694106
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL 33134

Marcos Ortiz (CRD# 6694106) 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.

29
Richard Zimmerman, financial advisor New York NY
Richard E. Zimmerman
CRD#: 1321879
1270 Avenue Of The Americas, Ste 2101, New York, NY 10020

Richard Zimmerman (CRD# 1321879) is an Investment Advisor Representative working at We Family Offices in New York, NY and has over 31 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.

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