Kfico, Llc Registered Investment Advisor

Kfico, Llc Registered Investment Advisor (CRD# 155673) is a financial advisory firm headquartered in Tustin, CA. They manage $8,539,053 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $170,781
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Heino
CRD#: 1186900
2552 Walnut Ave., Suite 140, Tustin, CA 92780
96
Wealthminder
score

Gene Heino (CRD# 1186900) is an Investment Advisor Representative working at Kfico, Llc Registered Investment Advisor in Tustin, CA and has over 17 years of experience in the finance industry.

2
Bhoopinder S. Kohli
CRD#: 1247221
2552 Walnut Ave., Suite 140, Tustin, CA 92780
96
Wealthminder
score

Bhoopinder Kohli (CRD# 1247221) is an Investment Advisor Representative working at Kfico, Llc Registered Investment Advisor in Tustin, CA and has over 29 years of experience in the finance industry.

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