FAMILY CFO, LLC
SEC Form ADV profile.
Total regulatory AUM
$169,653,322
Discretionary
$167,870,925
Non-discretionary
$1,782,397
Firm details
- CRD number
- 108891
- SEC file number
- 801-121138
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.