Kfico, Llc Registered Investment Advisor

Kfico, Llc Registered Investment Advisor (CRD# 155673) is a financial advisory firm headquartered in Tustin, CA. They manage $47,119,592 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2552 Walnut Ave., Suite 140, Tustin, CA 92780
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $461,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kfico, Llc Registered Investment Advisor
Showing 1 - 2 of 2 top financial advisors.
1
Gene Heino, financial advisor Tustin CA
Gene J. Heino
CRD#: 1186900
2552 Walnut Ave., Suite 140, Tustin, CA 92780

Gene Heino (CRD# 1186900) is an Investment Advisor Representative working at Kfico, Llc Registered Investment Advisor in Tustin, CA and has over 24 years of experience in the finance industry.

2
Bhoopinder Kohli, financial advisor Tustin CA
Bhoopinder S. Kohli
CRD#: 1247221
2552 Walnut Ave., Suite 140, Tustin, CA 92780

Bhoopinder Kohli (CRD# 1247221) is an Investment Advisor Representative working at Kfico, Llc Registered Investment Advisor in Tustin, CA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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