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Maria Elena Lagomasino

W.E. FAMILY OFFICES, LLC·CORAL GABLES, Florida
Unclaimed Profile
2811 PONCE DE LEON BLVD, CORAL GABLES, FL 33134CRD# 4596698Firm CRD# 109869
01

About

Maria Elena Lagomasino is a registered financial advisor based in CORAL GABLES, Florida, affiliated with W.E. FAMILY OFFICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
W.E. FAMILY OFFICES, LLC
WE FAMILY OFFICES
AUM
$13.9B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at W.E. FAMILY OFFICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4596698
Firm CRD# 109869
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Maria Elena Lagomasino offer?
Maria Elena Lagomasino specializes in Financial Planning, Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Maria Elena Lagomasino's credentials?
Maria Elena Lagomasino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Elena Lagomasino located?
Maria Elena Lagomasino is based in CORAL GABLES, Florida, working with W.E. FAMILY OFFICES, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Maria Elena Lagomasino charge for services?
Maria Elena Lagomasino's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W.E. FAMILY OFFICES, LLC?
W.E. FAMILY OFFICES, LLC has approximately 59 employees and manages $13.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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