Adviser Profile
| As of Date | 02/03/2021 |
| Registration status | Registration Changed to FAMILY CFO, LLC |
| ADV Location | SHORT HILLS, NJ, United States |
| AUM* | 178,118,340 |
| of that, discretionary | 171,328,815 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,245,583 |
| % High Net Worth | 93.75% |
| SMA’s | Yes |
| 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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
171M
147M
122M
98M
73M
49M
24M
2015
2016
2017
2018
2019
2020
2021
Private Funds
No private funds