KFICO, LLC REGISTERED INVESTMENT ADVISOR

Overview

Kfico, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Kfico is not an active ESG investor, is not registered as a multistate adviser, and does not identify as a pension consultant or related adviser. The firm lists an affiliation with an insurance company.

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Location & Offices