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FAMILY CFO INC
CRD 127335 · SEC 801-112616
CA, United States
Phone
650-218-3551
Fax
NO FAX
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.5M
Discretionary AUM
$289.5M
Team
4 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.7M |
| High net worth individuals | 39 | $282.3M |
| Pension/profit sharing plans | 2 | $2.6M |
| Charitable organizations | 1 | $841K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD