Myecfo

Overview

Myecfo is an independent registered investment adviser organized as an LLC that registered with the SEC in 2021. The firm combines accounting-related services with fee-based advisory work: financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Ownership is held by an individual owner and the client mix includes both individual/family and institutional relationships. The firm offers multiple billing options—percentage of AUM, hourly, fixed fees and other fee arrangements—rather than a single homogeneous pricing model. Investment activity skews toward equities and exchange-traded instruments, and the firm does not identify itself as an active ESG investor. Myecfo does not act as a capital allocator to external managers in a broad allocator role, although it does invest with third-party managers in specific alternative areas (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices