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| Personal CFO Solutions LLC
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|---|---|
| CRD # | 158248 |
| SEC # | 801-74412 |
| CIK # | 0001677501 |
| AUM | 1,649.3 M (2026-03-30) |
| Employees | 18 (78% Investors, 6% Brokers) |
| Phone | 908-955-7055 |
| Address | 384 Main Street Chester, NJ 07930-2528 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ace Ltd | 62.8 | ||
| Apple Inc | 34.9 | ||
| Alphabet Inc | 16.4 | ||
| Nvidia Corp | 15.5 | ||
| Microsoft Corp | 12.8 | ||
| Amazon Com Inc | 12.2 | ||
| ITT Corp | 11.3 | ||
| Alphabet Inc | 10.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.8 | ||
| Broadcom Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 78.4 |
| (b) Individuals (high net worth individuals) | 387 | 1,557.1 |
| (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 | 12 | 8.6 |
| (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 | 17 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,764 | 1,649.3 |
| By Discretionary | ||
| Discretionary | 4,764 | 1,649.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,764 | 1,649.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 59.7 | |
| United States Persons | 1,589.5 | |
| Total | 4,764 | 1,649.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001677501] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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