← Tributary

FAMILY CFO INC

· CRD 127335 · IAPD ↗ · familycfoinc.com · 650-218-3551

$289.5MRegulatory AUM
1Advisory reps
4Employees
4Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — FAMILY CFO INC reported RAUM up 28% ($165.4M -> $211.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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