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Last updated: January 11th, 2020. Data source: SEC filings.
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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||76%|
|Average Client Balance||$63,816,378|
|Total AUM||$7.4 billion|
|Advisor / Client Ratio||1:5|
|SEC Filings||Forms and Brochures (CRD # 109869)|
|State(s) Registered||CT, FL, NY|