KFA PRIVATE WEALTH GROUP, LLC

8350 Broad St.
Suite 220
Tyson, Virginia 22102-5151
Tel: 571-386-2029

About KFA PRIVATE WEALTH GROUP, LLC

KFA PRIVATE WEALTH GROUP, LLC, formally registered with the SEC as KFA PRIVATE WEALTH GROUP, LLC. The firm was established in 10/02/2015. They have over 1 offices throughout the country.

KFA PRIVATE WEALTH GROUP, LLC is a Tyson, Virginia based Financial Planning firm with nearly $784,477,103 assets under management, offering retirement planning & investment advisory services to 3821 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281678
SEC#	801-106726
Assets Managed by Firm	$784,477,103
No. of Clients	3821
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3821	$784,477,103
Individuals (other than high net worth individuals)	648	$183,660,784
High net worth individuals	327	$592,038,581
Pension and profit sharing plans	10	$8,401,840
Charitable organizations	Fewer than 5 clients	$375,898

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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