Allie Family Office LLC
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Overview
Allie Family Office LLC operates as a financial advisory company located in Miami, Florida. The firm has $961.3 million in assets under management across 40 accounts, placing it among the larger firms in the United States by assets under management (AUM). Allie Family Office LLC has a small team, including 9 financial advisors. Allie Family Office LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, options and stocks.
Allie Family Office LLC manages the majority of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing the client's approval. It also manages 11 non-discretionary accounts totaling $515.8 million in assets under management. The company oversees about $24.0 million for each customer account. The typical advisor at Allie Family Office LLC oversees about four client accounts, making it one of the most personalized firms in the country.
Allie Family Office LLC's main office is at 1200 Brickell Avenue, Miami, Florida 33131. Allie Family Office LLC is permitted to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Allie Family Office LLC by the Numbers
$961.3 million
9
40
$24.0 million
Fee Structure
Fees for financial management usually depend on the type of services provided. However, fees billed by the company most likely consist of some blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Allie Family Office LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to high net worth investors and corporations. Out of its 40 clients, Allie Family Office LLC's largest client by number of accounts is high net worth investors, but it also manages money for 22 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 98% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 55%
- Other Individuals - 0%
- Corporations - 45%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Allie Family Office LLC does not have any disclosures.
Please visit its Form ADV for more details.
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