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FAMILY CFO INC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$244.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 244.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 127335 |
| SEC Number | 801-112616 |
| Phone | 650-218-3551 |
| Fax | NO FAX |
| Total Employees | 4 |
Client Count by Type (52 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 36 |
| Individuals (other than H… | 13 |
| Pension/Profit Sharing Pl… | 2 |
| Charitable Organizations | 1 |
County data not available for this organization.