KFG Wealth Management is an investment advisor in Granger with $653.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208049752
SEC advisor number
801-78914
FINRA CRD number
128606
AUM ?
$653.31 mm
(as of 2 Nov 22)
Accounts
4,350
(as of 2 Nov 22)
Employees
45
(29 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Korhorn, Kevin, Sidney | President, Chief Compliance Officer | 09/2002 | < 5% |
Korhorn Financial Group, Inc. | Owner | 01/2007 | > 75% |
Korhorn, Kevin, Sidney | President/owner | 01/2007 | > 75% |
Gregory, Joshua, David | Vice President, Treasurer | 01/2015 | < 5% |
Bernard, Michael, Paul | Vice President, Secretary | 01/2015 | < 5% |
Bernard, Michael, Paul | Owner | 01/2015 | |
Gregory, Joshua, David | Owner | 01/2015 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23