Investment adviser · CRD 146904

CFO4LIFE, L.P.

Investment adviser filing (IA)

MSJC, LP

COPPELL, TX, United States · Form ADV filed Jul 14, 2016

Regulatory AUM
$433M
Form ADV · Item 5.F
Client accounts
765
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 14, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

735 PLAZA BOULEVARD, SUITE 100
COPPELL, TX, 75019, United States

CRD 146904

Filing source

Form ADV 1029342 · Jul 14, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.