PRACTICECFO INVESTMENTS

RIASEC RegisteredEst. 2021
Total AUM
$402M
Discretionary
$402M
100% of AUM
Avg account
$373K
Accounts
1,078
Employees
32
Advisory reps
12

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

FINTRX

Overview

Practicecfo Investments is an independent, SEC-registered investment adviser organized as an LLC and registered in 2021. The firm serves individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individuals, small businesses and institutions, alongside pension consulting. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. Industry ties include an affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 21%, US Government Bonds 2%, Cash & Cash Equivalents 1%76%
  • 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

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Contacts

3 of 5

  • Cameron Smith

    CRD 8165363

  • Andrew Northcutt

    Lead AdvisorCRD 7912895

  • Caleb Rich

    Compliance ManagerCRD 8196187

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$297M in ETFs

Passive

99%

$295M

Active

<1%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT)BlackRockPassiveForeign Large Blend$41M885,93513.78%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth