Overview
Assets Under Management: $211 million
High-Net-Worth Clients: 12
Average Client Assets: $4 million
Frequently Asked Questions
MYECFO, 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 #166919), MYECFO, LLC is subject to fiduciary duty under federal law.
MYECFO, LLC serves 12 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, MYECFO, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MYECFO, LLC manages $211 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, MYECFO, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 166
Discretionary Accounts: 165
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 166919
Filing ID: 1939554
Last Filing Date: 2025-03-03 12:04:00
Website: https://myecfo.com