My Personal CFO is an investment advisor in Vancouver with $206.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832489548
SEC advisor number
801-120606
FINRA CRD number
299424
AUM ?
$277.51 mm
(as of 4 Mar 24)
Accounts
399
(as of 4 Mar 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22