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Home > Retirement Planners > new york > saratoga springs > FAMILY CFO, LLC
FAMILY CFO, LLC
130 Excelsior Ave, #410
Saratoga Springs, New York 12866
Tel: 917-747-2801
About FAMILY CFO, LLC
FAMILY CFO, LLC, formally registered with the SEC as FAMILY CFO, LLC. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
FAMILY CFO, LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $144,500,135 assets under management, offering retirement planning & investment advisory services to 168 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108891 |
| SEC# | 801-121138 |
| Assets Managed by Firm | $144,500,135 |
| No. of Clients | 168 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 168 | $144,500,135 |
| Individuals (other than high net worth individuals) | 5 | $926,776 |
| High net worth individuals | 43 | $142,715,880 |
| Charitable organizations | 1 | $857,479 |
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