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KTF INVESTMENTS, LLC
CRD 337465 · SEC 801-134137
13001 SEAL BEACH BOULEVARD, # 250, SEAL BEACH, CA, 90740, United States
Phone
513-618-4498
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$700.2M
Discretionary AUM
$646.5M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $35.6M |
| High net worth individuals | 109 | $664.6M |
States served
CA, NV, PA, TX
All web addresses on file
Official SEC filing: View on IAPD