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Paul Anthony Hoffman

W.E. FAMILY OFFICES, LLC·MIAMI, Florida
Unclaimed Profile
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1659811Firm CRD# 109869
01

About

Paul Anthony Hoffman is a registered financial advisor based in MIAMI, 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# 1659811
Firm CRD# 109869
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Anthony Hoffman offer?
Paul Anthony Hoffman specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.
What are Paul Anthony Hoffman's credentials?
Paul Anthony Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Anthony Hoffman located?
Paul Anthony Hoffman is based in MIAMI, Florida, working with W.E. FAMILY OFFICES, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Paul Anthony Hoffman charge for services?
Paul Anthony Hoffman'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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Research
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