Cfo4Life Group LLC
Legal Name: CFO4LIFE GROUP, LLC
Full Contact Details
Cfo4Life Group LLC
735 PLAZA BLVD., SUITE 100, COPPELL, TX
214-637-9500
214-637-9595
Other Info
CFO4LIFE GROUP, LLC is a Delaware-based Limited Liability Company with 19 employees, out of which 16 hold advisory roles. Although the number of clients they serve is unknown, this firm is approved by the U.S. Securities and Exchange Commission and was registered on Feb 1, 2017.
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Direct Owners
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BRIAN METFORD CHASTAIN
CHIEF INVESTMENT OFFICER owns less than 5%
-
FOCUS OPERATING, LLC
MEMBER/MANAGER owns 75% or more
-
KEVIN SEAN WOODARD
CHIEF COMPLIANCE OFFICER owns less than 5%
-
LEVI GLENN MCMELLIAN
CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Top Holdings
- UNITED PARCEL SERVIC $32,677k
- ISHARES TR $13,836k
- ISHARES TR $11,906k
- DBX ETF TR $9,864k
- ISHARES TR CORE S&P SCP ETF $9,593k
- Apple Inc $8,002k
- ISHARES TR $6,704k
- DARLING INGREDIENTS INC $6,166k
- VISA INC COM CL A $6,043k
- FIRST TR EXCHANGE TRADED FD $5,629k