FAMILY CFO, LLC
CRD 108891 · SEC 801-121138
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.7M
Discretionary AUM
$167.9M
Team
2 total employees; 1 advisory reps; 40 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.1M |
| High net worth individuals | 40 | $167.5M |
| Charitable organizations | 1 | $1.0M |
States served
CA
Official SEC filing: View on IAPD