Family CFO is an investment advisor in Los Altos with $190.33 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208143263
SEC advisor number
801-121138
FINRA CRD number
108891
AUM ?
$144.50 mm
(as of 21 Mar 24)
Accounts
168
(as of 21 Mar 24)
Employees
2
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Feb 22