MY PERSONAL CFO, LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 299424). Regulatory assets under management: $365.1M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Mark Anthony Bernazzani | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | — |
| BERNAZZANI MARK ANTHONY | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | — |