MY PERSONAL CFO, LLC
CRD #299424 SEC #801-120606 VANCOUVER, WA 503-912-2090
SEC Registered
Total AUM
$334.4M
Discretionary
$334.4M
Employees
4
Clients
51
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $334.4M | $334.4M | $0 | 4 | 0 |
| Jul 2024 | $277.5M | $277.5M | $0 | 3 | 0 |
| Mar 2024 | $277.5M | $277.5M | $0 | 4 | 0 |
| Mar 2023 | $196.2M | $196.2M | $0 | 4 | 1 |
| Mar 2023 | $196.2M | $196.2M | $0 | 4 | 1 |
| Oct 2022 | $206.7M | $206.7M | $0 | 4 | 0 |
| Sep 2022 | $206.7M | $206.7M | $0 | 2 | 0 |
| Jun 2022 | $206.7M | $206.7M | $0 | 2 | 0 |
| Mar 2022 | $206.7M | $206.7M | $0 | 2 | 0 |
| Mar 2022 | $206.7M | $206.7M | $0 | 2 | 0 |
| Nov 2021 | $141.4M | $141.4M | $0 | 2 | 0 |
| Jun 2021 | $141.4M | $141.4M | $0 | 2 | 0 |
| May 2021 | $141.4M | $141.4M | $0 | 2 | 0 |
| Apr 2021 | $141.4M | $141.4M | $0 | 1 | 0 |
| Apr 2021 | $141.4M | $141.4M | $0 | 1 | 0 |
| Mar 2021 | $141.4M | $141.4M | $0 | 2 | 0 |
| Feb 2021 | $141.4M | $141.4M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees4
Clients1
DateOct 2022
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees2
Clients0