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Cfo4life Group, LLC

● SEC registered since 2017CRD 287600SEC# 801-110095Coppell, TX
Export (members)
Reg. AUM
$1.74B
Employees
24
Accounts
2,628
Location
Coppell, TX

Cfo4life Group, LLC assets under management

Cfo4life Group, LLC is an SEC-registered investment adviser based in Coppell, TX. The firm has been registered since 2017. It reports $1.7 billion in regulatory assets under management and employs 24 people.

Cfo4life Group, LLC owners & executives

15 reported
NameTitleOwnershipSince
Brian Metford Chastain ControlExecutive DirectorUnder 5%2007
Focus Operating, LLC ControlMember/ManagerOver 75%2017
Kevin Sean WoodardChief Compliance OfficerUnder 5%2014
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Frequently asked questions

How much does Cfo4life Group, LLC manage?

Cfo4life Group, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Cfo4life Group, LLC have?

Cfo4life Group, LLC reports 24 employees.

Where is Cfo4life Group, LLC located?

Cfo4life Group, LLC is based in Coppell, TX and has been SEC-registered since 2017.

Does Cfo4life Group, LLC disclose fund performance?

Cfo4life Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address735 Plaza Blvd., Suite 100, Coppell, TX 75019
Phone214-637-9500
Fax214-637-9595
Office hours8:00 To 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.7B
Non-discretionary$30.7M
Total (RAUM)$1.74B