My Personal Cfo, LLC
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 299424
- Registered since
- April 16, 2021
- Website
- www.mypcfo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.06%
- Individuals4.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
My Personal Cfo, LLC is an independent registered investment adviser that began its SEC registration in 2021. The firm is organized as a limited liability company and is owned by an individual. Its primary client base is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. The firm also lists accounting as a core business activity. Fee arrangements include a percentage of assets under management and hourly billing. The firm does not describe itself as an ESG investor, does not act as a capital allocator, and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities29%
- US Government Bonds6%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Mark Bernazzani
Personal CFOCRD 5566001
Jamie Colonna
Personal CFOCRD 8006178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$216M in ETFs
57%
$122M
40%
$93.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $42.9M | 114,693 | 19.92% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 1220 Main St
- Time zone
- PT (UTC-8)
- Office locations
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