FAMILY CFO, LLC
Company Profile
| As of Date | 03/31/2026 |
| ADV Location | United States, NJ / United States, NY |
| AUM* | 169,653,322 17% |
| of that, discretionary | 167,870,925 19% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,034,471 23% |
| High Net Worth | 86.96% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
343M
294M
245M
196M
147M
98M
49M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CITRIN COOPERMAN | Filing Date08/19/2025 | Form ADV-E View Report |
| Accounting Firm Name CITRIN COOPERMAN | Filing Date01/21/2025 | Form ADV-E View Report |
| Accounting Firm Name CITRIN COOPERMAN | Filing Date12/21/2023 | Form ADV-E View Report |