Keith Cho, financial advisor New York NY
90 score

Keith Cho

CRD Number: 5919369
Current Firm: Genspring Family Offices, LLC

Keith Cho (CRD# 5919369) is an Investment Advisor Representative working at Genspring Family Offices, LLC in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Genspring Family Offices New York, NY Feb 2009 - Current 7
Henry Kaufman & Co New York, NY Mar 2003 - Feb 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Keith Cho
Phone Number: 561-746-8444
Firm Website: http://www.genspring.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    8,648
    MILLIONS
  • Total Number of Accounts
    6,824
    ACCOUNTS
  • Average Account Value
    $1,267,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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