MYECFO

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	9
Investment Advisory/Research	9
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	161	$185.7M
Non-Discretionary	1	$500,918
Total	162	$186.2M

Clients

Type	Number	RAUM
Individuals	118	$67.6M
HNW Individuals	39	$118.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$570,409
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$782
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshopsBOOKKEEPING, TAX FILING, STRATEGY CONSULTING, FAMILY OFFICE MANAGEMENT
Compensation	% of AUMHourly chargesFixed feesTAX & BUSINESS CONSULTING SERVICES, BOOKKEEPING SERVICES
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-120679
SEC ERA File Number	801-120679
SEC CIK Numbers	1986457
SEC CRD Numbers	166919
Legal Entity Identifier	None

Principal Office

6020 LA JOLLA HERMOSA AVE
LA JOLLA
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic