CFO4Life is an investment advisor in Coppell with $1.64 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814924115
SEC advisor number
801-110095
FINRA CRD number
287600
AUM ?
$1.64 bn
(as of 20 Dec 22)
Accounts
777
(as of 20 Dec 22)
Employees
21
(15 investment advisory or research)
Address
CFO4Life
735 PLAZA BLVD., SUITE 100
COPPELL
TX 75019
735 PLAZA BLVD., SUITE 100
COPPELL
TX 75019
Office hours
Monday - Friday, 8:00 TO 5:00
Phone
216-637-9500
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcmellian, Levi, Glenn | Chief Executive Officer, Executive Director | 01/2007 | < 5% |
Chastain, Brian, Metford | Chief Investment Officer | 01/2007 | < 5% |
Woodard, Kevin, Sean | Chief Compliance Officer | 10/2014 | < 5% |
Focus Operating, LLC | Member/manager | 02/2017 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22