WE Family Offices

Is this your firm? Verify your profile


Trust Score 98%
Trust Score  info_outline
business

WE Family Offices, federally registered in 2001, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 24 advisors. WE Family Offices manages $7.4 billion and provides investment advisory services for 116 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Sven Huber
Avg Advisor Trust Score 96
Avg Advisor Years Registered 5
Minimum Investment $0
Average Client Balance $63,816,378
Total AUM $7.4 billion
Advisor / Client Ratio 1:5
Headquarters Miami, FL
SEC Filings Forms and Brochures    (CRD # 109869)
State(s) Registered CT, FL, NY


Questions & Answers



Get answers about WE Family Offices


Ask a question question_answer