Private Wealth Cfos LLC
Private Wealth Cfos LLC (CRD# 152761) is a financial advisory firm headquartered in Bethesda, MD. They manage $15,700,000 in 57 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$275,439
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, VA
Jean Borno (CRD# 2268860) is an Investment Advisor Representative working at Private Wealth Cfos LLC in Bethesda, MD and has over 23 years of experience in the finance industry.