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).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $275,439
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
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.

DC, MD, VA

Financial Advisors at Private Wealth Cfos LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jean J. Borno
CRD#: 2268860
3 Bethesda Metro, Ste 700, Bethesda, MD 20814
96
Wealthminder
score

Jean Borno (CRD# 2268860) is an Investment Advisor Representative working at Private Wealth Cfos LLC in Bethesda, MD and has over 22 years of experience in the finance industry.

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