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CFO Capital Management

EST. AUM
$243,939,751

CONTACTS

CLIENT ACCOUNTS
587

Firm Details

Metro area Stamford
CRD Number 110950
Website cfocapitalmanagement.com
Client types

Overview

CFO Capital Management is an independent registered investment advisory team that has formally executed a strategic merger to integrate its operations into Moneco Advisors. Operating from its established Connecticut footprint, the group operates under a unified fiduciary wealth management framework. The practice specializes in constructing personalized investment solutions, multigenerational wealth strategies, and target-driven retirement models designed to insulate private portfolios from capital volatility.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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