PERSONAL CFO SOLUTIONS LLC

384 Main Street
Chester, New Jersey 07930-2528
Tel: 908-955-7055

About PERSONAL CFO SOLUTIONS LLC

PERSONAL CFO SOLUTIONS LLC, formally registered with the SEC as PERSONAL CFO SOLUTIONS LLC. The firm was established in 03/21/2012. They have over 2 offices throughout the country.

PERSONAL CFO SOLUTIONS LLC is a Chester, New Jersey based Financial Planning firm with nearly $1,166,285,610 assets under management, offering retirement planning & investment advisory services to 4056 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158248
SEC#	801-74412
Assets Managed by Firm	$1,166,285,610
No. of Clients	4056
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4056	$1,166,285,610
Individuals (other than high net worth individuals)	162	$45,924,737
High net worth individuals	340	$1,115,867,967
Pension and profit sharing plans	6	$1,924,446
Corporations or other businesses	13	$2,568,460

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