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Chester, New Jersey
$890.6 million AUM
2 offices

Personal Cfo Solutions LLC is based in Chester, New Jersey and has $890.6 million in assets under management.

Location
384 Main Street
Chester, NJ 07930
Contact
$890.6 million
AUM
11
Employees
AUM Share
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$890,591,819
Assets under management
3,454 clients
Number of clients
Average investment size is $257,844
4% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 102 $60,354,798 7% $591,714
High net worth individuals 287 $829,607,466 93% $2,890,618
Pension and profit sharing plans 2 $413,861 0% $206,930
Charitable organizations 1 $215,694 0% $215,694
Employees Share
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11
Employees
10
Investment analysts
91% of total employees
AUM per employee Share
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$890,591,819
Assets under management
$80,962,893
AUM per employee
$89,059,182
AUM per investment analyst
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Compensation

Personal Cfo Solutions LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Personal Cfo Solutions LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 158,248
SEC number 801-74412
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 23, 2020

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