ALLIE FAMILY OFFICE LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.32B |
| Discretionary | $572.1M43% of AUM |
| Non-Discretionary | $749.6M |
| Client Accounts | 51 |
| Avg Account Size | $25.9M |
| Employees | 11 |
| Peak AUM | $1.32BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +15.3% | +11.2% | +9.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.32B |
| Discretionary | $572.1M |
| Employees | 11 |
| Client Accounts | 51 |
Contact & Location
Address
1200 BRICKELL AVENUE
MIAMI FL 33131
Phone
786-635-7162
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$572M
43.3% of AUM
Non-Discretionary
$750M
56.7% of AUM
Disc. mix ▼ 1.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser