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FAMILY CFO INC
650-218-3551
SEC #801-112616Total AUM
$289.5M
Employees
4Clients
53Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
650-218-3551
Other Offices
1
Financials
Total AUM
$289.5M
Accounts
213Discretionary
$289.5M
Accounts
213Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
11AUM
$3.7M
HNW Individual Clients
39AUM
$282.3M
Pension/Profit Sharing Plan Clients
2AUM
$2.6M
Charitable Organization Clients
1AUM
$841.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.