MYECFO

MYECFO, LLC

CRD 166919 · SEC 801-120679

Visit website

CA, United States

Phone

6502314609

Fax

6502314609

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$263.4M

Discretionary AUM

$262.7M

Team

6 total employees; 6 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; TAX & BUSINESS CONSULTING SERVICES, BOOKKEEPING SVCS, PAYROLL

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Educational seminarsBOOKKEEPING, TAX FILING, STRATEGY CONSULTING, FAMILY OFFICE MANAGEMENT, PAYROLL

Client types

Type	Clients	AUM
Individuals	152	$45.0M
High net worth individuals	31	$217.7M
Charitable organizations	4	$749K

States served

CA, NY, WA, TX

All web addresses on file

HTTPS://MYECFO.COM
https://www.linkedin.com/company/myecfo

Official SEC filing: View on IAPD