Family Cfo Inc.

Family Cfo Inc. (CRD# 127335) is a financial advisory firm headquartered in , . They manage $211,708,046 in 196 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $1,080,143
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Family Cfo Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Annamalai Rajendran
CRD#: 2458038
Los Altos, CA

Annamalai Rajendran (CRD# 2458038) is an Investment Advisor Representative working at Family Cfo Inc. in Los Altos, CA and has 1 year of experience in the finance industry.

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