CFO CAPITAL MANAGEMENT, LLC

1305 Post Rd
Ste. 202
Fairfield, Connecticut 06824
Tel: 203-656-0033/221-0202

About CFO CAPITAL MANAGEMENT, LLC

CFO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CFO CAPITAL MANAGEMENT, LLC. The firm was established in 11/13/1987. They have over 5 offices throughout the country.

CFO CAPITAL MANAGEMENT, LLC is a Fairfield, Connecticut based Financial Planning firm with nearly $187,426,202 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110950
SEC#	801-30887
Assets Managed by Firm	$187,426,202
No. of Clients	517
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	517	$187,426,202
Individuals (other than high net worth individuals)	218	$44,045,157
High net worth individuals	68	$143,381,045

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