G
$33.6M Total AUM
$29.0M Disc. AUM
-62.0% 3Y CAGR
19 Employees
7 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2009
- Office Locations
- 2
Office Locations
ONE Tower Bridge 100 Front Street, Suite 1111 W. Conshohocken PA
-- -- PA
About Gkfo, LLC
Gkfo, LLC is a W. Conshohocken-based RIA with 2 offices. The firm has been operating for 17 years. Managing $33.6M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
52 AVG AGE
$3.4M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
7.7 yrs AVG TENURE
19 Employees
10 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTOPHER CHARLES GECZY
Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #5699978
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEPHEN RICHARD KITCHING
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #2192714
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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C
Chris Geczy
Managing Member
- CRD
- --
Available
Available
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K
Kyle Larkins
Accountant
- CRD
- --
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,015,671 | $3,223,963 |
| Non-Discretionary | $4,614,611 | $512,735 |
| Total | $33,630,282 | $1,868,349 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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