PERSONAL CFO SOLUTIONS LLC
CRD #158248 SEC #801-74412 CHESTER, NJ 908-955-7055
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
18
Clients
--
Accounts
4,411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $0 | 18 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 17 | 0 |
| Apr 2023 | $960.5M | $960.5M | $0 | 17 | 0 |
| Mar 2023 | $960.5M | $960.5M | $0 | 17 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 17 | 0 |
| Oct 2021 | $1B | $1B | $0 | 13 | 0 |
| Sep 2021 | $1B | $1B | $0 | 13 | 0 |
| Mar 2021 | $1B | $1B | $0 | 13 | 0 |
| Jun 2020 | $890.6M | $890.6M | $0 | 11 | 0 |
| Jun 2020 | $890.6M | $890.6M | $0 | 11 | 0 |
| Mar 2020 | $890.6M | $890.6M | $0 | 11 | 0 |
| Sep 2019 | $622.2M | $622.2M | $0 | 11 | 0 |
| Mar 2019 | $622.2M | $622.2M | $0 | 11 | 0 |
| Dec 2018 | $561M | $561M | $0 | 9 | 0 |
| Aug 2018 | $561M | $561M | $0 | 9 | 0 |
| Jul 2018 | $561M | $561M | $0 | 9 | 0 |
| Mar 2018 | $561M | $561M | $0 | 9 | 0 |
| Mar 2017 | $501.8M | $501.8M | $0 | 7 | 200 |
| Mar 2016 | $381.6M | $381.6M | $0 | 5 | 200 |
| Jan 2016 | $343.9M | $343.9M | $0 | 5 | 200 |
| Mar 2015 | $343.9M | $343.9M | $0 | 5 | 200 |
| Mar 2014 | $304.1M | $304.1M | $0 | 5 | 200 |
| Mar 2013 | $241.9M | $241.9M | $0 | 6 | 100 |
| Jan 2013 | $130.2M | $91.9M | $38.4M | 6 | 100 |
| Feb 2012 | $130.2M | $91.9M | $38.4M | 1 | 100 |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients0
DateApr 2023
Total AUM$960.5M
Discretionary$960.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$960.5M
Discretionary$960.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients0
DateOct 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateSep 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$890.6M
Discretionary$890.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$890.6M
Discretionary$890.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$890.6M
Discretionary$890.6M
Non-Disc.$0
Employees11
Clients0
DateSep 2019
Total AUM$622.2M
Discretionary$622.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$622.2M
Discretionary$622.2M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$501.8M
Discretionary$501.8M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$381.6M
Discretionary$381.6M
Non-Disc.$0
Employees5
Clients200
DateJan 2016
Total AUM$343.9M
Discretionary$343.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$343.9M
Discretionary$343.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees6
Clients100
DateJan 2013
Total AUM$130.2M
Discretionary$91.9M
Non-Disc.$38.4M
Employees6
Clients100
DateFeb 2012
Total AUM$130.2M
Discretionary$91.9M
Non-Disc.$38.4M
Employees1
Clients100