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GKFO, LLC
CRD 151138 · SEC 801-70478
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1111, W. CONSHOHOCKEN, PA, 19428, United States
Phone
610-341-3900
Fax
(610) 341-9455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.6M
Discretionary AUM
$29.0M
Team
19 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $603K |
| High net worth individuals | 3 | $33.0M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD