Aurora
Gonzalez
We Family Offices
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About this Advisor
Aurora Gonzalez is a financial advisor operating in Miami, Florida with 6 years of relevant experience. Gonzalez is an employee of We Family Offices. Over the course of their career, Gonzalez has held roles at Hsbc Private Bank and We Family Offices. Gonzalez has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. We Family Offices is a registered investment company that has its headquarters in Miami, FL. The company has a total of 49 employees. It controls $12 billion in assets between its 106 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 106 accounts, 100% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by We Family Offices most likely include some blend 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
Aurora Gonzalez Work History
Aurora has been registered as a financial advisor for 6 years.*
We Family Offices
Hsbc Private Bank
*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 Aurora Gonzalez 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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