Practicecfo Investments
Practicecfo Investments is an SEC-registered ria in San Diego, CA with $401.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Practicecfo Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167771, SEC 801-120024, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $401.6M (2026-03-19)
- Firm type
- Ria
- Location
- San Diego, CA
- Employees
- 32
- Clients
- 420
- CRD
- 167771
- Ownership
- READ, WESLEY, WILLIAM; Hobson, Brandon, Wesley; PRACTICECFO LLP; Phillips, Drew, Parson; Maravilla, Philip, Gregory
How much AUM does Practicecfo Investments have?
Practicecfo Investments reported $401.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Practicecfo Investments?
Disclosed owners and executives of Practicecfo Investments include READ, WESLEY, WILLIAM, Hobson, Brandon, Wesley, PRACTICECFO LLP, Phillips, Drew, Parson, Maravilla, Philip, Gregory. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.