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Active · Family CFO Inc

Santhi Rajendran

CRD 5273046 · Named on Form ADV at one SEC-registered adviser

At a glance

Family CFO Inc, an SEC-registered wealth manager with $289 million in regulatory assets, lists Santhi Rajendran on its Form ADV as Active, a control person.

Firms and roles

  • Family CFO IncActiveWealth manager · United States · $289M in regulatory assets

AtlasMembers

Santhi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Annamalai RajendranChief Executive Officer / Chief Financial Officer / Chief Operations Officer / Chief Legal Officer / Chief Compliance Officer, Family CFO Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Santhi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.