Unclaimed Profile

Paul Anthony Hoffman

W.E. FAMILY OFFICES, LLC·MIAMI, Florida

Clean recordW.E. FAMILY OFFICES, LLC

701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1659811Firm CRD# 109869

Profile Verification

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

Identity

Paul Anthony Hoffman · MIAMI, FL

Registration

CRD #1659811 · W.E. FAMILY OFFICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

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# 1659811

Firm CRD# 109869

View on FINRA BrokerCheck →

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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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