MYECFO, LLC
DBA: MYECFO
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $263.4M |
| Discretionary | $262.7M100% of AUM |
| Non-Discretionary | $642K |
| Client Accounts | 187 |
| Avg Account Size | $1.4M |
| Employees | 6 |
| Peak AUM | $263.4MFeb 2026 |
| AUM CAGR | +21.0% /yrover 5 yrs · 9 filings |
AUM by Client Type
Total AUM
$263M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $263M | +24.6% | +22.2% | +21.0% | |
| Discretionary AUM | $263M | ||||
Key Metrics
| Total AUM | $263.4M |
| Discretionary | $262.7M |
| Employees | 6 |
| Client Accounts | 187 |
| Client Range | 101-250 |
Contact & Location
Phone
6502314609
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$263M
99.8% of AUM
Non-Discretionary
$641,812
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Commodity Pool Operator