Personal Cfo Solutions LLC
Firm details
- Headquarters
- Chester, New Jersey
- CRD number
- 158248
- Registered since
- March 21, 2012
- Website
- personalcfosolutions.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.41%
- Individuals4.75%
- Pension & Profit Sharing Plans0.52%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Personal Cfo Solutions LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2012. The firm is owned by an individual and positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. It charges a mix of percentage-of-AUM and fixed-fee arrangements and also operates as an insurance broker. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. The firm does not identify 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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds14%
- State & Local Bonds12%
- Cash & Cash Equivalents8%
- US Government Bonds2%
Owners & executives
1 of 1
Justin Dausch
Chief Compliance OfficerCRD 6919209
Contacts
3 of 9
Benjamin Ostrove
Senior Vice PresidentCRD 4992570
Patrick Nolan
Managing DirectorCRD 2873111
Bryan Landadio
Managing DirectorCRD 2734849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$125M in ETFs
74%
$92.7M
16%
$31.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) | Innovator | Active | Options Trading | $19.3M | 563,980 | 15.52% |
Location
Chester, NJ
Morris
Location
Chester, NJ
Headquartered in Chester, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 384 Main St
- Time zone
- ET (UTC-5)
- Office locations
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