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 that acts as a capital allocator for both individual/family and institutional clients. The firm, formed in 2012 and organized as an LLC under individual ownership, combines financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops with insurance brokerage capabilities. Its fees include a percentage-of-AUM component and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not organized as a multi-state adviser.
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 1Justin Dausch
Chief Compliance OfficerCRD 6919209
Contacts
3 of 7BENJAMIN 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 87Active vs passive
$215M in ETFs
46%
$99.7M
44%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US EQUITY POWER BUFFER ETF - JANUARY (PJAN) | Innovator | Active | Options Trading | $27.4M | 593,514 | 12.74% |
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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