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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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