Unclaimed Profile

Maria Elena Lagomasino

W.E. FAMILY OFFICES, LLC·CORAL GABLES, Florida

Clean recordW.E. FAMILY OFFICES, LLC

2811 PONCE DE LEON BLVD, CORAL GABLES, FL 33134CRD# 4596698Firm CRD# 109869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Elena Lagomasino · CORAL GABLES, FL

Registration

CRD #4596698 · W.E. FAMILY OFFICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

W.E. FAMILY OFFICES, LLC

WE FAMILY OFFICES

AUM

$13.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at W.E. FAMILY OFFICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4596698

Firm CRD# 109869

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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