Overview
Assets Under Management: $187 million
Headquarters: FAIRFIELD, CT
High-Net-Worth Clients: 72
Average Client Assets: $2 million
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