Family Cfo Inc

RIASEC RegisteredEst. 2018

Total AUM

$289M

Discretionary

$289M

100% of AUM

Avg account

$1.4M

Accounts

213

Employees

Advisory reps

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

FINTRX

Overview

Family Cfo Inc is an independent registered investment adviser, organized as a corporation and SEC-registered since 2018. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selection of external advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant or related adviser.