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My Personal Cfo, LLC

● SEC registered since 2021CRD 299424SEC# 801-120606Vancouver, WA
Export (members)
Reg. AUM
$334.4M
Employees
4
Accounts
429
Location
Vancouver, WA

My Personal Cfo, LLC assets under management

My Personal Cfo, LLC is an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2021. It reports $334.4 million in regulatory assets under management and employs 4 people.
www.mypcfo.comView on SEC.gov ↗

My Personal Cfo, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Anthony Bernazzani ControlManaging Member, Chief Executive Officer, And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does My Personal Cfo, LLC manage?

My Personal Cfo, LLC reports $334.4 million in regulatory assets under management on its Form ADV.

How many employees does My Personal Cfo, LLC have?

My Personal Cfo, LLC reports 4 employees.

Where is My Personal Cfo, LLC located?

My Personal Cfo, LLC is based in Vancouver, WA and has been SEC-registered since 2021.

Does My Personal Cfo, LLC disclose fund performance?

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

Contact & registration

Address1220 Main Street, Suite 400, Vancouver, WA 98660
Phone503-912-2090
Fax503-662-6205
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$334.4M
Non-discretionary$0
Total (RAUM)$334.4M