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GKFO, LLC

W. CONSHOHOCKEN, PA · CRD 151138 · IAPD ↗ · gkfo.net · 610-341-3900

$33.6MRegulatory AUM
10Advisory reps
19Employees
3Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2024 — GKFO, LLC reported RAUM down 95% ($612.7M -> $29.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
67
May 2024 — GKFO, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.