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Claudia J Naffah

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
107 clients
Average Client Portfolio
$143.6M average
Assets Under Management
$15.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$200,000
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Location

2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Claudia has a Florida real estate sales associate license since 2014 and works as an independent contractor. She spends a few hours per week on this activity, mostly on weekends.

Employment History
Current Registrations
We Family Offices
June 2015 - Present · 10 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Claudia J Naffah - Financial Advisor | TrueAdvisor