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).
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Total Assets Under Management13,909MILLION
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Total Number of Accounts108ACCOUNTS
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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
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.
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.
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.
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.
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.
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.
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.
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.
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.