CFO4LIFE GROUP, LLC
Legal name: CFO4LIFE
CRD #287600 SEC #801-110095 COPPELL, TX 214-637-9500
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
24
Clients
10
Accounts
2,628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.7B | $1.7B | $30.7M | 24 | 3 |
| Mar 2025 | $1.7B | $1.7B | $30.7M | 24 | 3 |
| Mar 2025 | $1.7B | $1.7B | $30.7M | 24 | 3 |
| Feb 2025 | $1.9B | $1.8B | $33.8M | 24 | 2 |
| May 2024 | $1.9B | $1.8B | $33.8M | 24 | 2 |
| May 2024 | $1.9B | $1.8B | $33.8M | 24 | 2 |
| Mar 2024 | $1.9B | $1.8B | $33.8M | 24 | 2 |
| Nov 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Nov 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Oct 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Sep 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Sep 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Jun 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Mar 2023 | $1.7B | $1.4B | $346.2M | 20 | 1 |
| Dec 2022 | $1.6B | $1.4B | $277.4M | 21 | 0 |
| Sep 2022 | $1.6B | $1.4B | $277.4M | 21 | 0 |
| Apr 2022 | $1.6B | $1.4B | $277.4M | 21 | 0 |
| Mar 2022 | $1.6B | $1.4B | $277.4M | 21 | 0 |
| Nov 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| Sep 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| May 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| May 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| Apr 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| Mar 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| Mar 2021 | $1.3B | $1.1B | $255.6M | 18 | 0 |
| Oct 2020 | $1.2B | $902.4M | $272.4M | 17 | 0 |
| Jun 2020 | $1.2B | $902.4M | $272.4M | 17 | 0 |
| Jun 2020 | $1.2B | $902.4M | $272.4M | 17 | 0 |
| Jun 2020 | $1.2B | $902.4M | $272.4M | 17 | 0 |
| Jun 2020 | $1.2B | $902.4M | $272.4M | 17 | 0 |
| Mar 2020 | $1.2B | $902.4M | $272.4M | 17 | 0 |
| Jun 2019 | $1.1B | $803.6M | $258.3M | 19 | 0 |
| Mar 2019 | $1.1B | $803.6M | $258.3M | 19 | 0 |
| Aug 2018 | $1.1B | $811.7M | $256.1M | 19 | 0 |
| Jul 2018 | $656.8M | $390.1M | $266.7M | 14 | 0 |
| Apr 2018 | $656.8M | $390.1M | $266.7M | 14 | 0 |
| Feb 2018 | $656.8M | $390.1M | $266.7M | 14 | 0 |
| Aug 2017 | $571.3M | $307.7M | $263.6M | 12 | 400 |
| Jul 2017 | $535.1M | $270.8M | $264.3M | 13 | 400 |
| Feb 2017 | $535.1M | $270.8M | $264.3M | 13 | 400 |
DateMay 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$30.7M
Employees24
Clients3
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$30.7M
Employees24
Clients3
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$30.7M
Employees24
Clients3
DateFeb 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$33.8M
Employees24
Clients2
DateMay 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$33.8M
Employees24
Clients2
DateMay 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$33.8M
Employees24
Clients2
DateMar 2024
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$33.8M
Employees24
Clients2
DateNov 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateNov 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateOct 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateSep 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateSep 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateJun 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateMar 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$346.2M
Employees20
Clients1
DateDec 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$277.4M
Employees21
Clients0
DateSep 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$277.4M
Employees21
Clients0
DateApr 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$277.4M
Employees21
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$277.4M
Employees21
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateMay 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateMay 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$255.6M
Employees18
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$902.4M
Non-Disc.$272.4M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$902.4M
Non-Disc.$272.4M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$902.4M
Non-Disc.$272.4M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$902.4M
Non-Disc.$272.4M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$902.4M
Non-Disc.$272.4M
Employees17
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$902.4M
Non-Disc.$272.4M
Employees17
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$803.6M
Non-Disc.$258.3M
Employees19
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$803.6M
Non-Disc.$258.3M
Employees19
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$811.7M
Non-Disc.$256.1M
Employees19
Clients0
DateJul 2018
Total AUM$656.8M
Discretionary$390.1M
Non-Disc.$266.7M
Employees14
Clients0
DateApr 2018
Total AUM$656.8M
Discretionary$390.1M
Non-Disc.$266.7M
Employees14
Clients0
DateFeb 2018
Total AUM$656.8M
Discretionary$390.1M
Non-Disc.$266.7M
Employees14
Clients0
DateAug 2017
Total AUM$571.3M
Discretionary$307.7M
Non-Disc.$263.6M
Employees12
Clients400
DateJul 2017
Total AUM$535.1M
Discretionary$270.8M
Non-Disc.$264.3M
Employees13
Clients400
DateFeb 2017
Total AUM$535.1M
Discretionary$270.8M
Non-Disc.$264.3M
Employees13
Clients400