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Nicholas Neilio

GKFO, LLC·W. CONSHOHOCKEN, Pennsylvania
Clean record1 years registeredGKFO, LLC
ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 6318346Firm CRD# 151138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Neilio · W. CONSHOHOCKEN, PA
Registration
CRD #6318346 · GKFO, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

KITCHING PARTNERS, LLC
Oct 2024 – present
02

Registrations & Exams

Registration record
First registered · October 10, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GKFO, LLC
CRD 151138 · SEC 801-70478
AUM
$29M
Regulatory assets under management
Employees
20
17 client accounts
Services offered by GKFO, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GKFO, LLC →
Introduction

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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 at GKFO, LLC

Stephen Richard Kitching
W. CONSHOHOCKEN, PA

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Nearby cities in Pennsylvania
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Research
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