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PRACTICECFO INVESTMENTS
13400 Sabre Springs Parkway
Suite 255
San Diego, California 92128
Tel: 800-675-2712
About PRACTICECFO INVESTMENTS
PRACTICECFO INVESTMENTS, formally registered with the SEC as PRACTICECFO INVESTMENTS. The firm was established in 01/04/2021. They have over 1 offices throughout the country.
PRACTICECFO INVESTMENTS is a San Diego, California based Financial Planning firm with nearly $394,897,704 assets under management, offering retirement planning & investment advisory services to 1046 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167771 |
| SEC# | 801-120024 |
| Assets Managed by Firm | $394,897,704 |
| No. of Clients | 1046 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1046 | $394,897,704 |
| Individuals (other than high net worth individuals) | 143 | $25,605,279 |
| High net worth individuals | 59 | $111,130,482 |
| Pension and profit sharing plans | 200 | $250,294,394 |
| Charitable organizations | Fewer than 5 clients | $7,867,549 |
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