WE FAMILY OFFICES
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WE FAMILY OFFICES
(CRD# 109869)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Miami, FL.
The SEC approved the firm to operate as an RIA in
Feb 2001.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$7.4 Billion,
with discretion over
0%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
41%
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WE FAMILY OFFICES
also reported in
Mar 2019
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47
employees,
with
24
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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WE FAMILY OFFICES has no disclosure events reported to the SEC at this time.
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WE FAMILY OFFICES has Notice Filings with the following State Securities Authorities:
CT-Nov 2010, FL-Feb 2001, NY-Aug 2013
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Disclaimer:
The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
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