KKM Financial LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 165136
- Registered since
- September 6, 2012
- Website
- www.kkmfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies68.87%
- HNWI16.06%
- Other Investment Advisers10.94%
- Individuals4.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
KKM Financial LLC is an institutional registered investment adviser that provides fee-based portfolio management to high-net-worth individuals, families and institutional clients. The firm is SEC-registered (registered in 2012) and operates as an LLC owned by domestic/individual interests. Its business centers on discretionary portfolio management across individual and institutional mandates, with fees charged as a percentage of assets under management. KKM describes equities as its primary preference and does not position itself as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Jeffrey Kilburg
Founder & CEOCRD 5675345
Contacts
2 of 2
Daniel Deming
Managing Director & Portfolio ManagerCRD 2381153
Richard Dooley
Risk ManagerCRD 5879453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$138M in ETFs
83%
$114M
8%
$23.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ESSENTIAL 40 STOCK ETF (ESN) | $11.8M | 592,014 | 8.56% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 141 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
XA Investments
RIAChicago, IL
Greenrock Research, Inc.
RIAChicago, IL
Ativo Capital Management, LLC
RIAChicago, IL
Prairie Capital
RIAChicago, IL
Riverglade Capital
RIAChicago, IL
Studio Investment Management
RIAChicago, IL