Mycfo Investment Advisory Services, LLC (San Francisco)

Name: Mycfo Investment Advisory Services, LLC
Address: 1700 Montgomery St, San Francisco, CA, 94111
Telephone: 415-315-4000

Mycfo Investment Advisory Services, LLC is a large advisory firm based in San Francisco. It manages $6.38 billion of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Mycfo Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mycfo Investment Advisory Services: assets under management

The assets under management (AUM) of Mycfo Investment Advisory Services, LLC is $6.38 billion. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.37 billion in discretionary accounts and $5.01 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.83 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mycfo Investment Advisory Services, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mycfo Investment Advisory Services, LLC

Jeffrey Wayne Colin has been acting as President since 1 Feb 2000. Jon Williams joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mycfo	100% owner	1 Nov 1998	75% - 100%	94-3313419
William Irvin Woodson	Director	1 Jul 1999	Other	1529221
Michael Vandenakker	Director	1 Sep 1999	Other	4489629
Richard Aloysius Hogan	Managing director	1 Jan 2000	Other	1754577
Christopher Randall Berry	Director	1 Jan 2000	Other	2794413
Jeffrey Wayne Colin	Director	1 Feb 2000	Other	2178931
Christopher Randall Berry	Managing director	1 Apr 2000	Other	2794413
Jeffery Lee Coyle	Director	1 May 2000	Other	1635832
Sean Patrick Cumiskey	Director	1 May 2000	Other	3275839
Robin Gen Wai Kirn Kameda	Compliance officer	1 Dec 2000	Other	1821479
Kenneth Gaines Smith	Director	1 Dec 2000	Other	2605619
V. James Carbo	Vp operations	1 Jan 2001	Other	4368900
Andrew Charles Brigham	Director	1 Feb 2001	Other	2406520
Bradley Huston Alford	Director	1 Feb 2001	Other	4489604
Jon Williams	Director	1 Mar 2001	Other	2239396
James Richard Phillips	Evp / md	1 Feb 2002	Other	3277356
Jon Williams	Managing director	1 Nov 2002	Other	2239396
Harris Mycfo Inc.	Sole owner	1 Nov 2002	75% - 100%	81-0573056
William Eugene Thonn	Chairman of parent	1 Nov 2002	Other	4103447
Arthur Victor Shaw	Pres & ceo of parent	1 Nov 2002	Other	2231047
Carol Flick	Cfo of parent	1 Nov 2002	Other	4615183
Sunday Perry	Svp of parent	1 Nov 2002	Other	4615185
Steve Deebenham	Svp, gc, secretary of parent	1 Nov 2002	Other	4615187
Paul Skubic	Vp of parent	1 Nov 2002	Other	4615189
Patrick Murphy	Vp of parent	1 Nov 2002	Other	4615190
Linda Ochwat	Asst secretary of parent	1 Nov 2002	Other	4615194

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of Montreal	Sole owner	1 Sep 1989	75% - 100%	13-4941092
Bankmont Financial Corp	Sole owner	1 Nov 2002	75% - 100%	51-0275712

Based in San Francisco

The principal office where Mycfo Investment Advisory Services, LLC performs its advisory services is located at 1700 Montgomery St, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-315-4000 or by fax 415-315-4060. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.mycfo.com.