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MY PERSONAL CFO, LLC
CRD 299424 · SEC 801-120606
1220 MAIN STREET, SUITE 400, VANCOUVER, WA, 98660, United States
Phone
503-912-2090
Fax
503-662-6205
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$365.1M
Discretionary AUM
$365.1M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $18.0M |
| High net worth individuals | 49 | $347.1M |
States served
CA, LA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD