KFICO, LLC REGISTERED INVESTMENT ADVISOR

KFICO, LLC REGISTERED INVESTMENT ADVISOR of TUSTIN, CA is an SEC-registered investment adviser (CRD 155673). Regulatory assets under management: $42.8M.

Registration

• CRD: 155673
• Type: Registered investment adviser
• Location: 2552 WALNUT AVE., TUSTIN, CA, 92780
• Phone: 714-734-8899
• Latest filing: 2026-04-30
• Regulatory AUM: $42.8M
• Discretionary AUM: $42.8M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155673 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search