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MY PERSONAL CFO, LLC

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

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MY PERSONAL CFO, LLC

MY PERSONAL CFO, LLC is a Vancouver, Washington based financial advisory firm with nearly $334,391,343 in assets under management and provides investment advisory services for 429 clients. There are currently 4 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

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

299424

SEC#:

801-120606

No. of Clients:

429

Assets under Management

$334,391,343

No. of Advisors:

4

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