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FAMILY CFO, LLC

Tel: 917-747-2801
130 Excelsior Ave, #410
Saratoga Springs, New York  12866

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FAMILY CFO, LLC

FAMILY CFO, LLC is a Saratoga Springs, New York based financial advisory firm with nearly $144,500,135 in assets under management and provides investment advisory services for 168 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

108891

SEC#:

801-121138

No. of Clients:

168

Assets under Management

$144,500,135

No. of Advisors:

2

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