Unclaimed Profile

Nicholas Neilio

GKFO, LLC·W. CONSHOHOCKEN, Pennsylvania

Clean recordGKFO, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GKFO, LLC

AUM

$29M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GKFO, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6318346

Firm CRD# 151138

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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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