My Personal Cfo, Llc, WA — Investment Adviser | BuildTrust

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MY PERSONAL CFO, LLC

Investment AdviceVANCOUVER, WA

Assets Under Management

$334.4M

Total AUM

Donut chart: Discretionary 334.4M
Category	Value
Discretionary	334.4M

Adviser Information

Field	Value
CRD Number	299424
SEC Number	801-120606
Street Address	1220 MAIN STREET
Street Address 2	SUITE 400
Location	VANCOUVER, WA 98660
Country	United States
Phone	503-912-2090
Fax	503-662-6205
Total Employees	4
Business Types	accountant

Client Count by Type (82 Total)

Horizontal bar chart: High Net Worth Individual… 46, Individuals (other than H… 36
Category	Value
High Net Worth Individual…	46
Individuals (other than H…	36