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Financial Advisor
Florida
Coral Gables
WE FAMILY OFFICES

WE FAMILY OFFICES

Tel: 305-825-2225 2811 Ponce De Leon Blvd Suite 840 Coral Gables, Florida 33134

About WE FAMILY OFFICES

WE FAMILY OFFICES is a Coral Gables, Florida based financial advisory firm with nearly $13,909,416,024 in assets under management and provides investment advisory services for 108 clients. There are currently 62 financial advisors at the firm.

General Information
Firm CRD#:

109869

Firm SEC#:

801-60025

Assets Under Management:

$13,909,416,024

No. of Clients:

108

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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