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Building 2ALLIE FAMILY OFFICE LLC

Map pinMIAMI, FL
Phone786-635-7162
NotebookSEC #801-118866
Total AUM
$1.3B
Employees
11
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 BRICKELL AVENUE
SUITE 800
MIAMI
FL 33131
United States
Operating Hours
8:30 AM - 6:30 PM
Monday - Friday
Phone
786-635-7162
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
51
Discretionary
$572.1M
Accounts
31
Non-Discretionary
$749.6M
Accounts
20

ContactClients

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HNW Individual Clients
30
AUM
$391.4M
Corporation or Business Clients
21
AUM
$930.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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