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Building 2MYECFO

Map pin
Phone6502314609
NotebookSEC #801-120679
Total AUM
$263.4M
Employees
6
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
6502314609
Other Offices
1

ReceiptFinancials

Total AUM
$263.4M
Accounts
187
Discretionary
$262.7M
Accounts
186
Non-Discretionary
$641.8K
Accounts
1

ContactClients

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Individual Clients
152
AUM
$45M
HNW Individual Clients
31
AUM
$217.7M
Charitable Organization Clients
4
AUM
$749.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BOOKKEEPING, TAX FILING, STRATEGY CONSULTING, FAMILY OFFICE MANAGEMENT, PAYROLL
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TAX & BUSINESS CONSULTING SERVICES, BOOKKEEPING SVCS, PAYROLL

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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