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Building 2FAMILY CFO, LLC

Map pin
Phone917-747-2801
NotebookSEC #801-79566
Total AUM
$178.1M
Employees
1
Clients
33

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
$178.1M
Accounts
165
Discretionary
$171.3M
Accounts
143
Non-Discretionary
$6.8M
Accounts
22

ContactClients

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Individual Clients
2
AUM
$67K
HNW Individual Clients
30
AUM
$176.8M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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