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KFICO, LLC REGISTERED INVESTMENT ADVISOR
KFICO, LLC
CRD 155673
2552 WALNUT AVE., SUITE 140, TUSTIN, CA, 92780, United States
Phone
714-734-8899
Fax
714-734-8919
Registration
— (—)
Source
State registered
Total AUM
$42.8M
Discretionary AUM
$42.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsANNUITIES, LIFE INSURANCES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $7.7M |
| High net worth individuals | 28 | $35.1M |
Official SEC filing: View on IAPD