Overview
Assets Under Management: $187 million
Headquarters: FAIRFIELD, CT
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
CFO CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110950), CFO CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CFO CAPITAL MANAGEMENT, LLC is headquartered in FAIRFIELD, CT.
CFO CAPITAL MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, CFO CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CFO CAPITAL MANAGEMENT, LLC manages $187 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, CFO CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 110950
Last Filing Date: 2024-03-28 00:00:00
Website: https://cfocapmgmt.com