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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
W.E. Family Offices, LLC 4 years, 2 months Apr 2013 - Present
Genspring Family Offices 6 years, 11 months Nov 2005 - Oct 2012
J.P. Morgan Securities Inc. 3 years, 2 months May 2002 - Jul 2005
Jpmorgan Chase Bank 10 years, 5 months Feb 1995 - Jul 2005

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Myron Zeuner

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 16, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

We Family Offices

Last updated on March 31, 2017
    • $5.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 70
      Accounts
    • $76.3M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees