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| Happy Holidays!! thanks for using AUM13F!! |
| CFO4Life Group LLC
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| CRD # | 287600 |
| SEC # | 801-110095 |
| CIK # | 0001706351 |
| AUM | $1.7 B (2025-05-05) |
| Employees | 24 (67% Investors, 62% Brokers) |
| Phone | 214-637-9500 |
| Address | 735 Plaza Blvd Coppell, TX 75019 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 31.6 | ||
| Apple Inc | 25.7 | ||
| Microsoft Corp | 20.7 | ||
| Wal Mart Stores Inc | 17.1 | ||
| Amazon Com Inc | 13.1 | ||
| VISA Inc | 9.9 | ||
| Home Depot Inc | 9.4 | ||
| Darling International Inc | 8.5 | ||
| Mastercard Inc | 7.5 | ||
| Nvidia Corp | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 180.3 |
| (b) Individuals (high net worth individuals) | 318 | 1,194.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 215.3 |
| (h) Charitable organizations | 36 | 18.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 47 | 127.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,628 | 1,735.5 |
| By Discretionary | ||
| Discretionary | 2,590 | 1,704.8 |
| Non-Discretionary | 38 | 30.7 |
| Total | 2,628 | 1,735.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,734.9 | |
| Total | 2,628 | 1,735.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001706351] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Heartland Consultants Inc
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|
MO | 1.8 |
|
The Norden Group LLC
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|
UT | 1.7 |
|
Fiduciary Advisors Inc
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MO | 1.7 |
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Ellenbecker Investment Group Inc
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WI | 1.7 |
|
JSF Financial LLC
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CA | 1.7 |
|
Physician Wealth Advisors Inc
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UT | 1.7 |
|
The Fiduciary Group LLC
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GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
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|
MA | 1.7 |
|
Impact Partnership Wealth LLC
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|
GA | 1.7 |