wiseradvisor

My Personal Cfo, Llc

Tel: 503-912-2090
1220 Main Street
Suite 400
Vancouver, Washington  98660

About My Personal Cfo, Llc

My Personal Cfo, Llc is a Vancouver, Washington based financial advisory firm with nearly $206,721,226 in assets under management and provides investment advisory services for 236 clients. There are currently 2 financial advisors at the firm.


General Information

Firm CRD#:   299424
SEC#:   801-120606
Assets under Management:   $206,721,226
No. of Clients:   236
No. of Advisors:   2
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses
Fee Structure:   A percentage of AUM

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