Personal Cfo Solutions LLC
● SEC registered since 2012CRD 158248SEC# 801-74412Chester, NJ
Reg. AUM
$1.65B
Employees
18
Accounts
4,764
Location
Chester, NJ
Personal Cfo Solutions LLC assets under management
Personal Cfo Solutions LLC is an SEC-registered investment adviser based in Chester, NJ. The firm has been registered since 2012. It reports $1.6 billion in regulatory assets under management and employs 18 people.
Personal Cfo Solutions LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Patrick Landadio Control | Co-Managing Member, Managing Director | 25-50% | 2011 |
| John Fernando Vieira Control | Co-Managing Member, Managing Director | 25-50% | 2011 |
| Justin Carter Dausch | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Personal Cfo Solutions LLC manage?
Personal Cfo Solutions LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Personal Cfo Solutions LLC have?
Personal Cfo Solutions LLC reports 18 employees.
Where is Personal Cfo Solutions LLC located?
Personal Cfo Solutions LLC is based in Chester, NJ and has been SEC-registered since 2012.
Does Personal Cfo Solutions LLC disclose fund performance?
Personal Cfo Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 384 Main Street, Chester, NJ 07930-2528 |
| Phone | 908-955-7055 |
| Fax | 908-955-7238 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.65B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.65Bregulatory AUM
Discretionary $1.65B