Unclaimed Profile

Stephen Richard Kitching

GKFO, LLC·W. CONSHOHOCKEN, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record21 years registeredGKFO, LLC

ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 2192714Firm CRD# 151138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Richard Kitching · W. CONSHOHOCKEN, PA

Registration

CRD #2192714 · GKFO, LLC · 21 years registered

Brand Profile

Not yet started

Career History

KITCHING PARTNERS, LLC

Mar 2023 – present

FOREFRONT ANALYTICS, LLC

May 2017 – Apr 2023

W. CONSHOHOCKEN, PA

GKFO, LLC

Sep 2010 – Dec 2023

W. CONSHOHOCKEN, PA

PRESIDIUM ADVISORS

Mar 2009 – Jul 2009

CHERRY HILL, NJ

GUGGENHEIM INVESTMENT ADVISORS, LLC

Apr 2007 – Apr 2008

KING OF PRUSSIA, PA

SSN ADVISORY, INC.

Aug 2005 – Jun 2006

BRYN MAWR, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GKFO, LLC

CRD 151138 · SEC 801-70478

AUM

$29M

Regulatory assets under management

Employees

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 Stephen Richard Kitching offer?

Stephen Richard Kitching specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in W. CONSHOHOCKEN, Pennsylvania for a consultation.

What are Stephen Richard Kitching's credentials?

Stephen Richard Kitching is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Richard Kitching located?

Stephen Richard Kitching 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 Stephen Richard Kitching charge for services?

Stephen Richard Kitching'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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