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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Personal CFO Solutions LLC
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| CRD # | 158248 |
| SEC # | 801-74412 |
| CIK # | 0001677501 |
| AUM | $1.4 B (2025-03-24) |
| Employees | 18 (78% Investors, 6% Brokers) |
| Phone | 908-955-7055 |
| Address | 384 Main Street Chester, NJ 07930-2528 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ace Ltd | 56.0 | ||
| Apple Inc | 22.5 | ||
| Microsoft Corp | 16.4 | ||
| Nvidia Corp | 14.9 | ||
| Amazon Com Inc | 13.1 | ||
| Alphabet Inc | 10.4 | ||
| ITT Corp | 9.3 | ||
| Alphabet Inc | 6.5 | ||
| VISA Inc | 4.9 | ||
| Netflix Inc | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 77.8 |
| (b) Individuals (high net worth individuals) | 389 | 1,288.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 6.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,411 | 1,375.1 |
| By Discretionary | ||
| Discretionary | 4,411 | 1,375.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,411 | 1,375.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 49.9 | |
| United States Persons | 1,325.2 | |
| Total | 4,411 | 1,375.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001677501] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Novem Group
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|
NY | 1.4 |
|
Scarborough Advisors LLC
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|
MD | 1.4 |
|
Godsey & GIBB Inc
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|
VA | 1.4 |
|
Alpen Partners International AG
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|
1.4 | |
|
SPC Financial Inc
✚
|
MD | 1.4 |
|
Abound Wealth Management LLC
✚
|
TN | 1.4 |
|
Moloney Securities Asset Management LLC
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|
MO | 1.4 |
|
First National Advisors LLC
✚
|
MA | 1.4 |
|
SCF Investment Advisors Inc
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|
CA | 1.3 |
|
Momentum Independent Network Inc
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|
TX | 1.3 |