GKFO, LLC
CRD #151138 SEC #801-70478 W. CONSHOHOCKEN, PA 610-341-3900
SEC Registered
Total AUM
$32M
Discretionary
$16.1M
Employees
19
Clients
51
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $32M | $16.1M | $15.9M | 19 | 3 |
| Aug 2024 | $29.1M | $12.8M | $16.4M | 20 | 3 |
| Apr 2024 | $29.1M | $12.8M | $16.4M | 20 | 3 |
| Jan 2024 | $612.7M | $243.5M | $369.2M | 28 | 3 |
| Apr 2023 | $612.7M | $243.5M | $369.2M | 28 | 3 |
| Jan 2023 | $625.3M | $295M | $330.3M | 33 | 3 |
| Mar 2022 | $625.3M | $295M | $330.3M | 33 | 3 |
| Mar 2021 | $571M | $262.4M | $308.6M | 34 | 3 |
| Jun 2020 | $562.5M | $256.2M | $306.3M | 32 | 3 |
| Mar 2020 | $562.5M | $256.2M | $306.3M | 32 | 3 |
| Mar 2019 | $508.8M | $182M | $326.8M | 30 | 2 |
| Mar 2018 | $538.1M | $180.5M | $357.6M | 24 | 1 |
| Mar 2017 | $489.4M | $142.5M | $346.8M | 24 | 26 |
| Mar 2016 | $504.1M | $168.3M | $335.7M | 26 | 26 |
| Mar 2015 | $503M | $191.9M | $311M | 28 | 26 |
| Mar 2014 | $500.3M | $221.5M | $278.7M | 19 | 26 |
| Mar 2013 | $496M | $246.5M | $249.5M | 18 | 26 |
| Mar 2012 | $500.1M | $279.9M | $220.2M | 6 | 26 |
| Nov 2011 | $550.7M | $34.2M | $516.4M | 6 | 26 |
| Mar 2011 | $550.7M | $34.2M | $516.4M | 10 | -- |
| Mar 2010 | $78.7M | $78.7M | $0 | 10 | -- |
DateApr 2025
Total AUM$32M
Discretionary$16.1M
Non-Disc.$15.9M
Employees19
Clients3
DateAug 2024
Total AUM$29.1M
Discretionary$12.8M
Non-Disc.$16.4M
Employees20
Clients3
DateApr 2024
Total AUM$29.1M
Discretionary$12.8M
Non-Disc.$16.4M
Employees20
Clients3
DateJan 2024
Total AUM$612.7M
Discretionary$243.5M
Non-Disc.$369.2M
Employees28
Clients3
DateApr 2023
Total AUM$612.7M
Discretionary$243.5M
Non-Disc.$369.2M
Employees28
Clients3
DateJan 2023
Total AUM$625.3M
Discretionary$295M
Non-Disc.$330.3M
Employees33
Clients3
DateMar 2022
Total AUM$625.3M
Discretionary$295M
Non-Disc.$330.3M
Employees33
Clients3
DateMar 2021
Total AUM$571M
Discretionary$262.4M
Non-Disc.$308.6M
Employees34
Clients3
DateJun 2020
Total AUM$562.5M
Discretionary$256.2M
Non-Disc.$306.3M
Employees32
Clients3
DateMar 2020
Total AUM$562.5M
Discretionary$256.2M
Non-Disc.$306.3M
Employees32
Clients3
DateMar 2019
Total AUM$508.8M
Discretionary$182M
Non-Disc.$326.8M
Employees30
Clients2
DateMar 2018
Total AUM$538.1M
Discretionary$180.5M
Non-Disc.$357.6M
Employees24
Clients1
DateMar 2017
Total AUM$489.4M
Discretionary$142.5M
Non-Disc.$346.8M
Employees24
Clients26
DateMar 2016
Total AUM$504.1M
Discretionary$168.3M
Non-Disc.$335.7M
Employees26
Clients26
DateMar 2015
Total AUM$503M
Discretionary$191.9M
Non-Disc.$311M
Employees28
Clients26
DateMar 2014
Total AUM$500.3M
Discretionary$221.5M
Non-Disc.$278.7M
Employees19
Clients26
DateMar 2013
Total AUM$496M
Discretionary$246.5M
Non-Disc.$249.5M
Employees18
Clients26
DateMar 2012
Total AUM$500.1M
Discretionary$279.9M
Non-Disc.$220.2M
Employees6
Clients26
DateNov 2011
Total AUM$550.7M
Discretionary$34.2M
Non-Disc.$516.4M
Employees6
Clients26
DateMar 2011
Total AUM$550.7M
Discretionary$34.2M
Non-Disc.$516.4M
Employees10
Clients--
DateMar 2010
Total AUM$78.7M
Discretionary$78.7M
Non-Disc.$0
Employees10
Clients--