Ana
Sacio
We Family Offices
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About this Advisor
Ana Sacio is a financial advisor based out of Miami, Florida with a total of 7 years of industry experience. Sacio is an advisor for We Family Offices. They have worked at We Family Offices for their complete career. Sacio has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Florida. We Family Offices is a registered investment business that has its headquarters in Miami, FL. The firm has a total of 49 advisors. It has $12 billion in total assets among its 106 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 106 customer accounts, 100% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the services provided. However, fees billed by We Family Offices can consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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We Family Offices Brokerage Details
$12,056,434,282
49
106
$113,739,946
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ana Sacio Work History
Ana has been registered as a financial advisor for 7 years.*
We Family Offices LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ana Sacio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at We Family Offices
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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