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

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