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FAMILY CFO INC
650-218-3551
SEC #801-68886Total AUM
$43.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 AM TO 6 PM
Monday - Friday
Monday - Friday
Phone
650-218-3551
Financials
Total AUM
$43.8M
Accounts
94Discretionary
$43.8M
Accounts
94Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.