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CFO4LIFE
COPPELL, TX
214-637-9500
SEC #801-110095Total AUM
$1.9B
Employees
22Clients
1,015Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
735 PLAZA BLVD.
SUITE 100
COPPELL
TX 75019
United States
SUITE 100
COPPELL
TX 75019
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
214-637-9500
Other Offices
3
Financials
Total AUM
$1.9B
Accounts
3,279Discretionary
$1.9B
Accounts
3,246Non-Discretionary
$33.2M
Accounts
33
Clients
Individual Clients
529AUM
$126.6M
HNW Individual Clients
348AUM
$1.4B
Pension/Profit Sharing Plan Clients
46AUM
$260.7M
Charitable Organization Clients
36AUM
$19.4M
Corporation or Business Clients
56AUM
$137.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOFLGALAMONCNENHNYOKTNTXVAWA
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.