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Kfg Wealth Management, LLC

● SEC registered since 2014CRD 128606SEC# 801-78914Granger, IN
Export (members)
Reg. AUM
$934.5M
Employees
90
Accounts
5,478
Location
Granger, IN

Kfg Wealth Management, LLC assets under management

Kfg Wealth Management, LLC operates as an SEC-registered investment adviser based in Granger, IN. The firm has been registered since 2014. It reports $934.5 million in regulatory assets under management and employs 90 people.

Kfg Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Joshua David Gregory ControlVice President, TreasurerUnder 5%2015
Kevin Sidney Korhorn ControlPresident, Chief Compliance OfficerUnder 5%2002
Korhorn Financial Group, Inc. ControlOwnerOver 75%2007
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Frequently asked questions

How much does Kfg Wealth Management, LLC manage?

Kfg Wealth Management, LLC reports $934.5 million in regulatory assets under management on its Form ADV.

How many employees does Kfg Wealth Management, LLC have?

Kfg Wealth Management, LLC reports 90 employees.

Where is Kfg Wealth Management, LLC located?

Kfg Wealth Management, LLC is based in Granger, IN and has been SEC-registered since 2014.

Does Kfg Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address6910 North Main Street, Building 16, Unit 41, Granger, IN 46530-8855
Phone574-247-5898
Fax574-243-2639
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1919344
Discloses disciplinary historyNo

Assets under management

Discretionary$917.5M
Non-discretionary$17.1M
Total (RAUM)$934.5M