CFO Capital Management

  • Financial Services
  • Westport CT
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
55 Greens Farms Rd, Westport CT
Website
cruicefinancial.com
Employees
5
Founded in
1987
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is CFO Capital Management

CFO Capital Management is a financial services firm based in Westport, Connecticut. The company employs five people and generates approximately $2.5 million in annual revenue. Since its founding in 1987, CFO Capital Management has focused on serving successful executives and small business owners in Connecticut and the New York metropolitan area. CFO Capital Management provides financial planning and investment management services tailored to the unique needs of its clientele. The firm emphasizes disciplined financial planning and prudent, long-term investment strategies designed to protect existing assets while building wealth for future prosperity. CFO Capital Management differentiates itself through its commitment to sound asset allocation strategies and a personalized approach to financial management. Their team works closely with clients to understand their individual goals and risk tolerances, developing customized plans to help them achieve financial security. For more information, visit Cruicefinancial.com.

CFO Capital Management Industry Tags

Financial Planning
Estate Planning
Risk Management & Insurance
Entrepreneurial Consulting
Corporate Executive Planning
Retirement Planning
Portfolio Management
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FAQ

What is the location of CFO Capital Management's headquarters?
The headquarters of CFO Capital Management are situated at 55 Greens Farms Rd, Westport CT
What is CFO Capital Management's official website?
The official website of CFO Capital Management can be found at cruicefinancial.com.
What is CFO Capital Management's current revenue?
As of October 2019, CFO Capital Management's annual revenue reached $3B.
How many employees does CFO Capital Management currently have?
CFO Capital Management employs approximately 5+ people as of October 2019
Which industries is CFO Capital Management primarily operating in?
CFO Capital Management operates in the following industries: Finance, Credit
What are CFO Capital Management's industry tags?
CFO Capital Management's industry tags include: Financial Planning, Estate Planning, Risk Management & Insurance
When was CFO Capital Management founded?
CFO Capital Management was founded in 1987.

Employee Directory

Key Employees

Thorne Daimler

Vice President, Portfolio and Wealth Management

Phone Email