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KKM Financial LLC

Headquartered in CHICAGO, IL

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Firm Information

KKM Financial LLC is a Chicago, IL-based investment advisor that has been registered with the SEC since 2014. The firm manages approximately $333 million in assets for a variety of clients, including individuals, high-net-worth individuals, investment companies, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management for individuals, businesses, and investment companies.

KKM Financial LLC

141 W. JACKSON

CHICAGO, IL 60604

$333.35M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

KKM FINANCIAL LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at KKM Financial LLC

View All 1 Advisors
Unclaimed
Daniel Joseph Deming

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for KKM Financial LLC.

Frequently Asked Questions (6)

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