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Kfa Private Wealth Group, LLC

● SEC registered since 2015CRD 281678SEC# 801-106726Tyson, VA
Export (members)
Reg. AUM
$676.3M
Employees
10
Accounts
2,816
Location
Tyson, VA

Kfa Private Wealth Group, LLC assets under management

Kfa Private Wealth Group, LLC operates as an SEC-registered investment adviser based in Tyson, VA. The firm has been registered since 2015. It reports $676.3 million in regulatory assets under management and employs 10 people.
www.linkedin.com/in/tricia-lepofskyView on SEC.gov ↗

Kfa Private Wealth Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Robert Fennig ControlManaging Member & Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Kfa Private Wealth Group, LLC manage?

Kfa Private Wealth Group, LLC reports $676.3 million in regulatory assets under management on its Form ADV.

How many employees does Kfa Private Wealth Group, LLC have?

Kfa Private Wealth Group, LLC reports 10 employees.

Where is Kfa Private Wealth Group, LLC located?

Kfa Private Wealth Group, LLC is based in Tyson, VA and has been SEC-registered since 2015.

Does Kfa Private Wealth Group, LLC disclose fund performance?

Kfa Private Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8350 Broad St., Suite 220, Tyson, VA 22102-5151
Phone571-386-2029
Office hours9:00 a.m.- 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$420.9M
Non-discretionary$255.4M
Total (RAUM)$676.3M