MY PERSONAL CFO, LLC

1220 Main Street
Suite 400
Vancouver, Washington 98660
Tel: 503-912-2090

About MY PERSONAL CFO, LLC

MY PERSONAL CFO, LLC, formally registered with the SEC as MY PERSONAL CFO, LLC. The firm was established in 04/16/2021. They have over 1 offices throughout the country.

MY PERSONAL CFO, LLC is a Vancouver, Washington based Financial Planning firm with nearly $196,194,676 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299424
SEC#	801-120606
Assets Managed by Firm	$196,194,676
No. of Clients	308
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	308	$196,194,676
Individuals (other than high net worth individuals)	59	$19,778,132
High net worth individuals	35	$176,416,544

Inquire with MY PERSONAL CFO, LLC

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