Overview
Assets Under Management: $29 million
Headquarters: W. CONSHOHOCKEN, PA
High-Net-Worth Clients: 3
Average Client Assets: $9.6 million
Frequently Asked Questions
GKFO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151138), GKFO, LLC is subject to fiduciary duty under federal law.
GKFO, LLC is headquartered in W. CONSHOHOCKEN, PA.
GKFO, LLC serves 3 high-net-worth clients according to their SEC filing dated August 02, 2024. View client details ↓
According to their SEC Form ADV, GKFO, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GKFO, LLC manages $29 million in client assets according to their SEC filing dated August 02, 2024.
According to their SEC Form ADV, GKFO, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.02%
Average Client Assets: $9.6 million
Total Client Accounts: 17
Discretionary Accounts: 10
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 151138
Filing ID: 1893059
Last Filing Date: 2024-08-02 11:02:00