|
⚲
|
| My Personal CFO LLC
✚
|
|
|---|---|
| CRD # | 299424 |
| SEC # | 801-120606 |
| CIK # | 0001916366 |
| AUM | $277.5 MM (2024-07-12) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 503-912-2090 |
| Address | 1220 Main Street Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 17.8 | |
| OKTA | 14,610.4 | 11.2 | |
| STGW | 783.0 | 9.2 | |
| AAPL | 2,382,844.0 | 5.9 | |
| NVDA | 399,550.0 | 2.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 26.3 |
| (b) Individuals (high net worth individuals) | 43 | 251.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 277.5 |
| By Discretionary | ||
| Discretionary | 399 | 277.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 399 | 277.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.5 | |
| Total | 399 | 277.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001916366] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Ricketts Financial LLC
✚
|
KY | 0.3 |
|
Monterey Wealth Partners LLC
✚
|
GA | 0.3 |
|
Chapwood Capital Investment Management LLC
✚
|
TX | 0.3 |
|
WFG Capital Advisors LLC
✚
|
AL | 0.3 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 0.3 |
|
Columbus Macro LLC
✚
|
PA | 0.3 |
|
Elmwood Wealth Management Inc
✚
|
CA | 0.3 |
|
L K Benson & Company PC
✚
|
MD | 0.3 |