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
Family Cfo Inc.
By the Numbers
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Total Assets Under Management212MILLION
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Total Number of Accounts196ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Family Cfo Inc.
1
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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