Overview
Assets Under Management: $1.1 billion
Headquarters: MIAMI, FL
High-Net-Worth Clients: 28
Average Client Assets: $11 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.58
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 49
Discretionary Accounts: 31
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 307144
Last Filing Date: 2025-02-20 00:00:00
Website: https://www.linkedin.com/company/allié-family-office/