Overview
Assets Under Management: $140 million
Headquarters: RANCHO MIRAGE, CA
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.43
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 725
Discretionary Accounts: 725
Regulatory Filings
CRD Number: 112129
Last Filing Date: 2024-12-17 00:00:00
Website: https://kfginc.com