Ktf Investments, LLC
Ktf Investments, LLC is an SEC-registered wealth manager in Seal Beach, CA with $700.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ktf Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337465, SEC 801-134137, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $700.2M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Seal Beach, CA
- Employees
- 7
- Clients
- 184
- CRD
- 337465
- Ownership
- AXEL, JOSHUA, R.; Williams, Karey, Ann; Sansone, Jess, Donato; GODINEZ, MELISSA, VICTORIA; BRADSHAW, PETER, ROBERT
How much AUM does Ktf Investments, LLC have?
Ktf Investments, LLC reported $700.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Ktf Investments, LLC?
Disclosed owners and executives of Ktf Investments, LLC include AXEL, JOSHUA, R., Williams, Karey, Ann, Sansone, Jess, Donato, GODINEZ, MELISSA, VICTORIA, BRADSHAW, PETER, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.