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 $334,391,343 assets under management, offering retirement planning & investment advisory services to 429 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	$334,391,343
No. of Clients	429
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	429	$334,391,343
Individuals (other than high net worth individuals)	36	$14,506,740
High net worth individuals	46	$319,884,603

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