CRD: 155673
Kfico, LLC Registered Investment Advisor
Tustin, CA, 92780
7147348899
$42.8M Total AUM
$42.8M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Vital radial
- Established Date
- 01-06-2011
- Office Locations
- 1
Office Locations
2552 Walnut Ave. Suite 140 Tustin CA
About Kfico, LLC Registered Investment Advisor
Kfico, LLC Registered Investment Advisor is a Tustin-based RIA. The firm has been operating for 15 years. Managing $42.8M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
-- AVG AGE
$42.8M AVG AUM / ADVISOR
$548.3K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Atlas crest Glacier
Client Personas
Summit
Investment Themes
Pioneer unison Zenith frontier Catalyst ember
Investment Vehicles
Meridian fusion Catalyst horizon
Services
Glacier bridge Pioneer Delta Atlas Signal prime Peak element North vital Pioneer capital
Technology
Fusion timber
Owner & Executives
BHOOPINDER SINGH KOHLI
Investment Advisor Representative, PRINCIPAL
- CRD
- #1247221
- Ownership
- 75% or more
(593) 616-9946
signal.signal@northcapital.com
in linkedin.com/in/summit-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,766,421 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,766,421 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,766,421
Equity - Exchange:
13.8% Equity - OTC:
31.0% Corporate - Investment Grade:
9.1% Corporate - Non-Investment Grade:
13.8% Cash:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $107,274,716 | 13.8% |
| Equity - OTC | $240,979,435 | 31.0% |
| Corporate - Investment Grade | $70,739,124 | 9.1% |
| Corporate - Non-Investment Grade | $107,274,716 | 13.8% |
| Cash | $251,085,025 | 32.3% |
| Total | $777,353,016 | 100.0% |