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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERNAZZANI, MARK, ANTHONY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (5)
CA LA OR TX WA
Address
1220 MAIN STREETSUITE 400
VANCOUVER, WA 98660
United States
Phone: 503-912-2090