My Personal Cfo, LLC

My Personal Cfo, LLC (CRD# 299424) is a financial advisory firm headquartered in Vancouver, WA. They manage $277,508,870 in 399 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1220 Main Street, Suite 400, Vancouver, WA 98660
https://www.linkedin.com/company/mypcfo/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $695,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, OR, TX, WA

Financial Advisors at My Personal Cfo, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark Bernazzani, financial advisor Vancouver WA
Mark A. Bernazzani
CRD#: 5566001
1220 Main Street, Suite 400, Vancouver, WA 98660

Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 14 years of experience in the finance industry.

2
Nathan Brown, financial advisor Vancouver WA
Nathan W. Brown
CRD#: 6688232
1220 Main Street, Suite 400, Vancouver, WA 98660

Nathan Brown (CRD# 6688232) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 7 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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