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FAMILY CFO, LLC

· CRD 108891 · IAPD ↗ · 917-747-2801

$169.7MRegulatory AUM
1Advisory reps
2Employees
40Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — FAMILY CFO, LLC reported RAUM up 52% ($94.9M -> $144.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.