CFO CAPITAL MANAGEMENT, LLC - Financial Advisor in Connecticut, Fairfield

Tel: 203-656-0033/221-0202 1305 Post Rd Ste. 202 Fairfield, Connecticut 06824

About CFO CAPITAL MANAGEMENT, LLC

CFO CAPITAL MANAGEMENT, LLC is a Fairfield, Connecticut based financial advisory firm with nearly $187,426,202 in assets under management and provides investment advisory services for 517 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

110950

Firm SEC#:

801-30887

Assets Under Management:

$187,426,202

No. of Clients:

517

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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