Cfo Capital Management, LLC

Cfo Capital Management, LLC (CRD# 110950) is a financial advisory firm headquartered in Fairfield, CT. They manage $187,426,202 in 517 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1305 Post Rd, Ste. 202, Fairfield, CT 06824
http://www.cruicefinancial.com
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    517
    ACCOUNTS
  • Average Account Value
    $362,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, KS

Financial Advisors at Cfo Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Cruice, financial advisor Fairfield CT
James S. Cruice
CRD#: 1218563
1305 Post Rd, Ste. 202, Fairfield, CT 06824

James Cruice (CRD# 1218563) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Fairfield, CT and has over 39 years of experience in the finance industry.

2
Joseph Tatusko, financial advisor Fairfield CT
Joseph A. Tatusko
CRD#: 4663135
1305 Post Rd, Ste. 202, Fairfield, CT 06824

Joseph Tatusko (CRD# 4663135) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Fairfield, CT and has over 20 years of experience in the finance industry.

3
William Webster Jr., financial advisor Old Saybrook CT
William O. Webster Jr.
CRD#: 461173
Old Saybrook, CT

William Webster Jr. (CRD# 461173) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Old Saybrook, CT and has over 41 years of experience in the finance industry.

4
George Daimler, financial advisor Overland Park KS
George T. Daimler
CRD#: 7002536
6405 Metcalf Avenue, Suite 207, Overland Park, KS 66202

George Daimler (CRD# 7002536) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.

5
Timothy Tymniak, financial advisor Fairfield CT
Timothy G. Tymniak
CRD#: 5251160
1305 Post Rd, Ste. 202, Fairfield, CT 06824

Timothy Tymniak (CRD# 5251160) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Fairfield, CT and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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