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GKFO, LLC
One Tower Bridge
100 Front Street, Suite 1111
W. Conshohocken, Pennsylvania 19428
Tel: 610-341-3900
About GKFO, LLC
GKFO, LLC, formally registered with the SEC as GKFO, LLC. The firm was established in 08/17/2009. They have over 1 offices throughout the country.
GKFO, LLC is a W. Conshohocken, Pennsylvania based Financial Planning firm with nearly $29,124,138 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151138 |
| SEC# | 801-70478 |
| Assets Managed by Firm | $29,124,138 |
| No. of Clients | 17 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $29,124,138 |
| Individuals (other than high net worth individuals) | 1 | $285,566 |
| High net worth individuals | 3 | $28,838,572 |
More Retirement Planning firms in W. Conshohocken, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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