GKFO, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $33.6M |
| Discretionary | $29.0M86% of AUM |
| Non-Discretionary | $4.6M |
| Client Accounts | 18 |
| Avg Account Size | $1.9M |
| Employees | 19 |
| Peak AUM | $625.3MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $34M | +5.2% | 62.0% | 43.2% | |
| Discretionary AUM | $29M | ||||
Key Metrics
| Total AUM | $33.6M |
| Discretionary | $29.0M |
| Employees | 19 |
| Client Accounts | 18 |
| Client Range | 1-10 |
Contact & Location
Address
ONE TOWER BRIDGE
W. CONSHOHOCKEN PA 19428
Phone
610-341-3900
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$29M
86.3% of AUM
Non-Discretionary
$5M
13.7% of AUM
Disc. mix ▲ 36.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserLaw Firm