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Building 2FAMILY CFO, LLC

Map pin
Phone917-747-2801
NotebookSEC #801-121138
Total AUM
$169.7M
Employees
2
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-6PM
Monday - Friday
Phone
917-747-2801

ReceiptFinancials

Total AUM
$169.7M
Accounts
164
Discretionary
$167.9M
Accounts
146
Non-Discretionary
$1.8M
Accounts
18

ContactClients

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Individual Clients
5
AUM
$1.1M
HNW Individual Clients
40
AUM
$167.5M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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