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FAMILY CFO, LLC
FAMILY CFO, LLC
SARATOGA SPRINGS, New York
·
2 registered advisors
·
CRD# 108891
SEC# 801-121138
0
917-747-2801
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at FAMILY CFO, LLC
2 registered advisors
Heather Lynn Micati
SARATOGA SPRINGS, New York
CRD# 6330550
Jane Sullivan Murphy
SARATOGA SPRINGS, New York
CRD# 1330776
05
Office Locations
SARATOGA SPRINGS, New York
2 advisors
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Data sourced from SEC Form ADV filings. FAMILY CFO, LLC (CRD# 108891) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.