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CFO CAPITAL MANAGEMENT, LLC

Tel: 203-656-0033/221-0202
1305 Post Rd
Ste. 202
Fairfield, Connecticut  06824

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CFO CAPITAL MANAGEMENT, LLC

CFO CAPITAL MANAGEMENT, LLC is a Fairfield, Connecticut based financial advisory firm with nearly $187,426,202 in assets under management and provides investment advisory services for 517 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110950

SEC#:

801-30887

No. of Clients:

517

Assets under Management

$187,426,202

No. of Advisors:

6

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