Cfo4 Life Group, LLC is a large advisory firm based in Coppell. It manages $1.06 billion of regulatory assets for 713 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arkansas, California, Colorado, and 7 other states.
Cfo4 Life Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cfo4 Life Group, LLC is $1.06 billion. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cfo4 Life Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Cfo4 Life Group is high net worth individuals with 170 clients and $512.39 million of assets under management. Among the 8 most similar advisory firms, Cfo4 Life Group has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.06 billion for 713 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cfo4 Life Group doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Brian Metford Chastain has served as the Chief Investment Officer since 1 Jan 2007. Focus Financial Partners Inc. joined the executive team most recently as the Member.
The principal office where Cfo4 Life Group, LLC performs its advisory services is located at 735 Plaza Blvd., Coppell, TX 75019, which is also the mailing address of the firm. An additional office of the firm is in Richardson, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-637-9500 or by fax 214-637-9595. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at mycfo4life.com.