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PERSONAL CFO SOLUTIONS LLC
CRD 158248 · SEC 801-74412
384 MAIN STREET, CHESTER, NJ, 07930-2528, United States
Phone
908-955-7055
Fax
908-955-7238
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.65B
Discretionary AUM
$1.65B
Team
18 total employees; 14 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $78.4M |
| High net worth individuals | 387 | $1.56B |
| Pension/profit sharing plans | 12 | $8.6M |
| Corporations/business entities | 17 | $5.2M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KY, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD