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Building 2WE FAMILY OFFICES

Map pinCORAL GABLES, FL
Phone305-825-2225
NotebookSEC #801-60025
Total AUM
$17.8B
Employees
65
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2811 PONCE DE LEON BLVD
SUITE 840
CORAL GABLES
FL 33134
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
305-825-2225
Other Offices
1

ReceiptFinancials

Total AUM
$17.8B
Accounts
112
Discretionary
$0
Accounts
0
Non-Discretionary
$17.8B
Accounts
112

ContactClients

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HNW Individual Clients
112
AUM
$17.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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