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MYFAMILYCFO, INC.
CRD 159400
500 N. 3RD STREET, SUITE 208-6, WAUSAU, WI, 54403-4800, United States
Phone
715-241-6763
Fax
715-942-9967
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees; ASSET-BASED FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | — |
| High net worth individuals | 7 | — |
All web addresses on file
Official SEC filing: View on IAPD