Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > fairfield > CFO CAPITAL MANAGEMENT, LLC
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 |
More Retirement Planning firms in Fairfield, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Fairfield, Connecticut