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Building 2CFO CAPITAL MANAGEMENT, LLC

Map pinFAIRFIELD, CT
Phone203-221-0202
NotebookSEC #801-30887
Total AUM
$243.9M
Employees
4
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1305 POST RD
STE. 202
FAIRFIELD
CT 06824
United States
Operating Hours
9:30AM TO 4:30PM
Monday - Friday
Phone
203-221-0202
Other Offices
1

ReceiptFinancials

Total AUM
$243.9M
Accounts
587
Discretionary
$243.9M
Accounts
587
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
227
AUM
$58.5M
HNW Individual Clients
78
AUM
$185.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLKS

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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