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KKM FINANCIAL LLC
141 W. Jackson
Suite 1711
Chicago, Illinois 60604
Tel: 312-448-7230
About KKM FINANCIAL LLC
KKM FINANCIAL LLC, formally registered with the SEC as KKM FINANCIAL LLC. The firm was established in 09/06/2012. They have over 1 offices throughout the country.
KKM FINANCIAL LLC is a Chicago, Illinois based Financial Planning firm with nearly $333,352,649 assets under management, offering retirement planning & investment advisory services to 200 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165136 |
| SEC# | 801-77094 |
| Assets Managed by Firm | $333,352,649 |
| No. of Clients | 200 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 200 | $333,352,649 |
| Individuals (other than high net worth individuals) | 110 | $32,488,163 |
| High net worth individuals | 56 | $130,280,105 |
| Other investment advisers | 1 | $107,717,507 |
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