Family Cfo Inc
Firm details
- Headquarters
- ,
- CRD number
- 127335
- Registered since
- March 16, 2018
- Website
- www.familycfoinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.52%
- Individuals1.29%
- Pension & Profit Sharing Plans0.9%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Family Cfo Inc is an independent registered investment adviser that began SEC registration in 2018. The firm acts as a capital allocator for a mixed client base of individuals, families and institutional clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed‑fee engagements. Family Cfo Inc does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds23%
- US Government Bonds1%
Contacts
1 of 1
Annamalai Rajendran
President of Family OfficeCRD 2458038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$209M in ETFs
82%
$173M
4%
$36.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $49.5M | 154,451 | 23.66% |
Location
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Location
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Headquartered in , null.
- Office locations
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