Myecfo
Myecfo (CRD# 166919) is a financial advisory firm headquartered in , . They manage $186,218,018 in 162 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management186MILLION
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Total Number of Accounts162ACCOUNTS
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Average Account Value$1,149,494
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, NY, TX
Martin Curiel (CRD# 5776093) is an Investment Advisor Representative working at Myecfo in La Jolla, CA and has over 12 years of experience in the finance industry.
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.
Roger Chen (CRD# 7888385) is an Investment Advisor Representative working at Myecfo in New York, NY and has 1 year of experience in the finance industry.
Jamie Edwards (CRD# 7287285) is an Investment Advisor Representative working at Myecfo in La Jolla, CA and has over 3 years of experience in the finance industry.
Yuliana Mendez (CRD# 7211018) is an Investment Advisor Representative working at Myecfo in La Jolla, CA and has over 4 years of experience in the finance industry.