Myecfo
Firm details
- Headquarters
- ,
- CRD number
- 166919
- Registered since
- July 28, 2021
- Website
- myecfo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI82.64%
- Individuals17.08%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Myecfo is an independent registered investment adviser organized as an LLC and operating since 2021. The firm serves both individuals and families as well as institutional clients, and combines accounting capabilities with financial advisory work. Its advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation is flexible: the firm charges based on a percentage of assets under management and also uses hourly, fixed-fee, and other fee arrangements. Myecfo does not market itself as an ESG investor and is not identified as a capital allocator.
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
- Exchange Traded Equities65%
- State & Local Bonds14%
- US Government Bonds9%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 5Roger Chen
Financial AdvisorCRD 7888385
Yuliana Mendez
Investment AdvisorCRD 7211018
Martin Curiel
Co-FounderCRD 5776093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$242M in ETFs
99%
$241M
0%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $74.6M | 2,577,055 | 30.80% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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