My Personal Cfo, LLC
● SEC registered since 2021CRD 299424SEC# 801-120606Vancouver, WA
Reg. AUM
$365.1M
Employees
3
Accounts
458
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 $365.1 million in regulatory assets under management and employs 3 people.
My Personal Cfo, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Anthony Bernazzani Control | Managing Member, Chief Executive Officer, And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does My Personal Cfo, LLC manage?
My Personal Cfo, LLC reports $365.1 million in regulatory assets under management on its Form ADV.
How many employees does My Personal Cfo, LLC have?
My Personal Cfo, LLC reports 3 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
| Address | 1220 Main Street, Suite 400, Vancouver, WA 98660 |
| Phone | 503-912-2090 |
| Fax | 503-662-6205 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$365.1M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$365.1Mregulatory AUM
Discretionary $365.1M