My Personal Cfo, LLC
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 299424
- Registered since
- April 16, 2021
- Website
- www.mypcfo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.06%
- Individuals4.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
My Personal Cfo, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves individuals and families, combining financial planning and portfolio management for both personal and small-business or institutional accounts. Its advisory work is supported by accounting-related services — the firm is listed as an accountant — and it charges clients on an assets-under-management basis as well as by the hour. Filings indicate the firm does not operate as a capital allocator and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities29%
- US Government Bonds6%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Mark Bernazzani
Personal CFOCRD 5566001
Jamie Colonna
Personal CFOCRD 8006178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$199M in ETFs
56%
$111M
40%
$87.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $39.7M | 107,227 | 19.98% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 1220 Main St
- Time zone
- PT (UTC-8)
- Office locations
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