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| CFO4Life Group LLC
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|---|---|
| CRD # | 287600 |
| SEC # | 801-110095 |
| CIK # | 0001706351 |
| AUM | 1,935.5 M (2026-06-16) |
| Employees | 22 (64% Investors, 55% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-637-9500 |
| Address | 735 Plaza Blvd Coppell, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 30.6 | ||
| Apple Inc | 30.3 | ||
| Microsoft Corp | 15.5 | ||
| Amazon Com Inc | 12.3 | ||
| Darling International Inc | 12.0 | ||
| Visa Inc | 8.5 | ||
| Home Depot Inc | 8.1 | ||
| Alphabet Inc | 7.7 | ||
| Alphabet Inc | 7.5 | ||
| Wal Mart Stores Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 529 | 126.6 |
| (b) Individuals (high net worth individuals) | 348 | 1,391.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 260.7 |
| (h) Charitable organizations | 36 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 56 | 137.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,279 | 1,935.5 |
| By Discretionary | ||
| Discretionary | 3,246 | 1,902.3 |
| Non-Discretionary | 33 | 33.2 |
| Total | 3,279 | 1,935.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,934.8 | |
| Total | 3,279 | 1,935.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001706351] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
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