K
CRD: 313636
KFI Advisors
West Palm Beach, FL
3149716697
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
4 yrs Firm Age
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- Custodian
- First Clearing · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2021
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About KFI Advisors
KFI Advisors is a West Palm Beach-based RIA. The firm has been operating for 4 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing and Interactive Brokers. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$550.0K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Ridge oak Pioneer Vertex
Client Personas
Unison horizon
Investment Themes
Element ember Prime capital Alpha
Investment Vehicles
Capital alpha
Services
Vertex Value
Owner & Executives
K
KAMRAN FOTOUHI
Chief Compliance Officer, Chief Investment Officer, Managing Director, Managing Member
- CRD
- #2477925
- Ownership
- 75% or more
(735) 919-8991
insight.atlas@horizoncapital.com
in linkedin.com/in/quantum-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,200,000
Equity - Exchange:
36.7% Cash:
24.8% Corporate - Non-Investment Grade:
18.9% Derivatives:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,164,702,562 | 36.7% |
| Cash | $2,138,545,601 | 24.8% |
| Corporate - Non-Investment Grade | $1,629,778,704 | 18.9% |
| Derivatives | $1,690,140,877 | 19.6% |
| Total | $8,623,167,744 | 100.0% |