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CFO4LIFE
CFO4LIFE GROUP, LLC
CRD 287600 · SEC 801-110095
735 PLAZA BLVD., SUITE 100, COPPELL, TX, 75019, United States
Phone
214-637-9500
Fax
214-637-9595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.94B
Discretionary AUM
$1.90B
Team
22 total employees; 14 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 529 | $126.6M |
| High net worth individuals | 348 | $1.39B |
| Pension/profit sharing plans | 46 | $260.7M |
| Charitable organizations | 36 | $19.4M |
| Corporations/business entities | 56 | $137.2M |
States served
AL, AZ, AR, CA, CO, GA, LA, NE, NY, NC, OK, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD