| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Lynn Micati Control | Member | 25-50% | 2014 |
| Jane Sullivan Murphy Control | Cco Managing Member | Over 75% | 2002 |
Family Cfo, LLC reports $158.2 million in regulatory assets under management on its Form ADV.
Family Cfo, LLC reports 2 employees.
Family Cfo, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2021.
Family Cfo, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 130 Excelsior Ave, #202, Saratoga Springs, NY 12866 |
| Phone | 917-747-2801 |
| Office hours | 9a.m.-6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $156.4M |
| Non-discretionary | $1.8M |
| Total (RAUM) | $158.2M |