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Nicholas Neilio

GKFO, LLC·W. CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 6318346Firm CRD# 151138
01

About

Nicholas Neilio is a registered financial advisor based in W. CONSHOHOCKEN, Pennsylvania, affiliated with GKFO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GKFO, LLC
GKFO, LLC
AUM
$29M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at GKFO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6318346
Firm CRD# 151138
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Neilio offer?
Nicholas Neilio specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in W. CONSHOHOCKEN, Pennsylvania for a consultation.
What are Nicholas Neilio's credentials?
Nicholas Neilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Neilio located?
Nicholas Neilio is based in W. CONSHOHOCKEN, Pennsylvania, working with GKFO, LLC. Their office serves clients in the W. CONSHOHOCKEN metropolitan area and surrounding communities.
How does Nicholas Neilio charge for services?
Nicholas Neilio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GKFO, LLC?
GKFO, LLC has approximately 20 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in W. CONSHOHOCKEN
Christopher Charles Geczy — FOREFRONT ANALYTICS, LLCPrakash Santhana — QL ANALYTICSJeffrey Jaffe — ADVANCED QUANTITATIVE CONSULTING, LLCStephen Richard Kitching — GKFO, LLCJohn Barton Riley — BARTON INVESTMENT MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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