Best Investors Account Sign in
Inactive

Annamalai Rajendran

Family Cfo Inc

Los Altos, CA

CRD 2458038

Claim This Profile
Employer firm

Family Cfo Inc CRD 127335

$289M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Family Cfo Inc

Los Altos, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-02-16
  • CA RA
    APPROVED
    Since 2011-02-16

Branch Locations

Los Altos, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Cfo, Inc. Los Altos CA 09/2003 Present
Other Businesses

Sole proprietorship, owned by Rajendran Family (living) Trust; Investment in rental real estate, mostly managed by property agents; 1064 Laureles Drive, Los Altos, CA 94022; Passively hold rental properties for rental income and capital appreciation; Owner; Owner; 1984; 5 hours per month; one hour per month during securities trading hours; supervise property managers who lease the properties, collect rent and manage repairs.

Designations
  • Certified Financial Planner
Other Names
  • Anna Rajendran
  • Raj Rajendran

View on SEC IAPD

More in Los Altos, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor