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ALLIE FAMILY OFFICE LLC

MIAMI, FL · CRD 307144 · IAPD ↗ · 786-635-7162

$1.32BRegulatory AUM
11Advisory reps
11Employees
4Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2024 — ALLIE FAMILY OFFICE LLC crossed $1B in regulatory AUM ($961.3M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.