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ALLIE FAMILY OFFICE LLC
CRD 307144 · SEC 801-118866
1200 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131, United States
Phone
786-635-7162
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$572.1M
Team
11 total employees; 11 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $391.4M |
| Corporations/business entities | 21 | $930.3M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD