|
⚲
|
| We Family Offices LLC
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|
|
|---|---|
| CRD # | 109869 |
| SEC # | 801-60025 |
| CIK # | |
| AUM | $12.1 BB (2023-03-28) |
| Employees | 49 (57% Investors, 0% Brokers) |
| Phone | 305-825-2225 |
| Address | 701 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 12.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 12.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 96 | 12.1 |
| Total | 96 | 12.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.2 | |
| United States Persons | 4.9 | |
| Total | 96 | 12.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Polaris Capital Management LLC
✚
|
MA | 12.4 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 12.3 |
|
Choreo LLC
✚
|
MN | 12.2 |
|
Nationwide Investment Advisors LLC
✚
|
OH | 12.1 |
|
Yousif Capital Management LLC
✚
|
MI | 12.1 |
|
Mycio Wealth Partners LLC
✚
|
PA | 12.0 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
12.0 | |
|
TRowe Price Hong Kong Limited
✚
|
11.9 | |
|
McQueen Financial Advisors II Inc
✚
|
MI | 11.8 |
|
Westwood Management Corp
✚
|
TX | 11.7 |