Myecfo

Myecfo (CRD# 166919) is a financial advisory firm headquartered in , . They manage $37,762,461 in 269 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $140,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Myecfo
Showing 1 - 2 of 2 top financial advisors.
1
Martin R. Curiel
CRD#: 5776093
La Jolla, CA
93
Wealthminder
score

Martin Curiel (CRD# 5776093) is an Investment Advisor Representative working at Myecfo in La Jolla, CA and has over 4 years of experience in the finance industry.

2
Michael R. Munson
CRD#: 4355972
La Jolla, CA
90
Wealthminder
score

Michael Munson (CRD# 4355972) is an Investment Advisor Representative working at Myecfo in La Jolla, CA and has 1 year of experience in the finance industry.

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