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Ktf Investments, LLC

CRD 337465  ·  Seal Beach, CA  ·  $700.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
337465
SEC number
801-134137
Firm type
RIA
Assets under management
$700.2M as of Mar 19, 2026
Website
www.ktfinvestments.com ↗
Phone
513-618-4498
Address
13001 Seal Beach Boulevard, Seal Beach, CA, 90740

Advisors at this firm

4 in our index · page 1 of 1

  • Joshua R. AxelCRD 4227334 · Seal Beach, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Melissa Victoria GodinezCRD 4024401 · Seal Beach, CA
    IA RegisteredBroker
  • Allen Roy MellowCRD 331642 · Seal Beach, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Jess Donato SansoneCRD 7810715 · Seal Beach, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–4 of 4

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 337465 ↗ FINRA BrokerCheck record for firm CRD 337465 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.