FAMILY CFO INC

FAMILY CFO INC is an SEC-registered investment adviser (CRD 127335). Regulatory assets under management: $289.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Annamalai RajendranCHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER / CHIEF LEGAL OFFICER / CHIEF COMPLIANCE OFFICER; EFFECTIVE
Santhi RajendranACTIVE
RAJENDRAN ANNAMALAICHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER / CHIEF LEGAL OFFICER / CHIEF COMPLIANCE OFFICER; EFFECTIVE
RAJENDRAN SANTHIACTIVE

Branch offices (2)

CityStateEmployeesPhone
LOS ALTOSCA1650.218.3551
LOS ALTOSCA1650.218.3551

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