Mycfo Investment Advisory Services, LLC (San Francisco)

Mycfo Investment Advisory Services, LLC is a large advisory firm based in San Francisco. It manages $6.38 billion of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Mycfo Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mycfo Investment Advisory Services: assets under management

The assets under management (AUM) of Mycfo Investment Advisory Services, LLC is $6.38 billion. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.37 billion in discretionary accounts and $5.01 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.83 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mycfo Investment Advisory Services, 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.

Careers at Mycfo Investment Advisory Services, LLC

Jeffrey Wayne Colin has been acting as President since 1 Feb 2000. Jon Williams joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in San Francisco

The principal office where Mycfo Investment Advisory Services, LLC performs its advisory services is located at 1700 Montgomery St, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-315-4000 or by fax 415-315-4060. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.mycfo.com.

Registered investment advisers similar to Mycfo Investment Advisory Services, LLC

• Ccmp Capital Advisors
• Bny Mellon Arx Investimentos Ltda
• Scout Capital Management, L.L.C
• East End Advisors
• Libremax Capital
• Echo Street Capital Management
• Landmark Realty Advisors
• Knight, Bain, Seath & Holbrook Capital Management
• Legg Mason Trust Fsb
• Legg Mason Trust Company, National Association
• Harding Loevner Management
• Kms Financial Services
• Baring Asset Management
• Trilantic Capital Management
• Gluskin Sheff + Associates