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The KFK Group Logo
The KFK Group CB Rank
1565150
Heat Score
72
KFK Grp. offers financial planning and investment advisory services, focusing on personalized wealth management.
Founded
obfuscation
Private Irvine, California, United States1-10 www.thekfkgroup.com
Advice
Financial Services
Retirement
Overview

The KFK Group
Heat Score
72

Growth Score
pts
in past quarter
Heat Score 72
9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About The KFK Group

CB Rank
1565150
KFK Grp. offers financial planning and investment advisory services, focusing on personalized wealth management.
Founded
obfuscation
Private Irvine, California, United States1-10 www.thekfkgroup.com
Advice
Financial Services
Retirement

Details

Legal Name The KFK Group
Operating Status Active
Company Type For Profit
About the Company

KFK Grp. is a full-service financial planning and investment advisory firm. It offers personalized financial planning services to individuals and businesses, helping them pursue their financial goals. The firm is a member of FINRA and SIPC and operates as a Registered Investment Advisor. KFK Grp. is not affiliated with Centaurus Financial, Inc. The

company provides comprehensive wealth management and financial growth strategies tailored to client needs.

Phone Number +1 949 868 3355
Contact Email kate@thekfkgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that evaluates a client's entire financial situation to help achieve their financial goals through comprehensive analysis and strategy development.
Investment Advisory Services
Advisory services that assist clients in making informed investment decisions to preserve and grow their wealth.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

Monthly Web Visits

201

IT Spend

$142.1KThis year, The KFK Group is projected to spend $142.1K on IT, according to Aberdeen.

Active Website Tech Count

17The KFK Group is actively using 17 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is The KFK Group's headquarters? The KFK Group is located in Irvine, California, United States.Who are The KFK Group's competitors? Alternatives and possible competitors to The KFK Group may include Martin D. Parlato & Associates, CB Wealth Management Group, and  Tevis Investment Management.
Who We Are
What We Do
Helpful Links
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