Overview
Assets Under Management: $334 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 46
Average Client Assets: $7 million
Frequently Asked Questions
MY PERSONAL CFO, 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 #299424), MY PERSONAL CFO, LLC is subject to fiduciary duty under federal law.
MY PERSONAL CFO, LLC is headquartered in VANCOUVER, WA.
MY PERSONAL CFO, LLC serves 46 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, MY PERSONAL CFO, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MY PERSONAL CFO, LLC manages $334 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, MY PERSONAL CFO, 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
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.66
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 299424
Last Filing Date: 2025-02-27 00:00:00
Website: https://mypcfo.com