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
By the Numbers
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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
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
The map below shows states where this firm has explicit registration only.
CT, FL, NY
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