Practicecfo Investments
Firm details
- Headquarters
- San Diego, California
- CRD number
- 167771
- Registered since
- January 4, 2021
- Website
- www.practicecfo.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans55.61%
- HNWI38.88%
- Individuals3.32%
- Charitable Organizations2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Practicecfo Investments is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional relationships, combining financial planning with discretionary portfolio management and pension consulting. Its revenue model mixes asset-based fees with fixed-fee engagements. Services emphasized in marketing and regulatory disclosures include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm indicates it does not position itself as an ESG-focused 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 Equities76%
- Public Funds/Mutual Funds21%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 7
Paul Lipcius
Partner, CFOCRD 6663229
Randy Lundy
CFOCRD 7265132
Philip Maravilla
Chief Financial OfficerCRD 6667396
Contacts
3 of 5
Cameron Smith
AdvisorCRD 8165363
Andrew Northcutt
Lead AdvisorCRD 7912895
Caleb Rich
Compliance ManagerCRD 8196187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$316M in ETFs
99%
$313M
<1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) | BlackRock | Passive | Foreign Large Blend | $43.3M | 874,412 | 13.73% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 13400 Sabre Springs Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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