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Building 2CFO4LIFE, L.P.

Map pinCOPPELL, TX
Phone214-637-9500
NotebookSEC #801-77180
Total AUM
$432.8M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
735 PLAZA BOULEVARD
SUITE 100
COPPELL
TX 75019
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
214-637-9500

ReceiptFinancials

Total AUM
$432.8M
Accounts
765
Discretionary
$224.2M
Accounts
737
Non-Discretionary
$208.7M
Accounts
28

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAGALAPATNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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