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Building 2MY PERSONAL CFO, LLC

Map pinVANCOUVER, WA
Phone503-912-2090
NotebookSEC #801-120606
Total AUM
$365.1M
Employees
3
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 MAIN STREET
SUITE 400
VANCOUVER
WA 98660
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
503-912-2090

ReceiptFinancials

Total AUM
$365.1M
Accounts
458
Discretionary
$365.1M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$18M
HNW Individual Clients
49
AUM
$347.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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