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, Performance Based Fees
- Client types
- Investment Companies60.68%
- HNWI18.53%
- Other Investment Advisers15.96%
- Individuals4.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
KKM Financial LLC is a limited liability company that has been SEC-registered since 2012. The firm serves individual and family clients as well as institutional accounts and structures its advisory relationships around portfolio management for individuals/small businesses, investment companies, and businesses or institutions. Its fee arrangements include both a percentage-of-AUM model and performance-based fees. KKM is not identified as an active ESG investor, is not a multistate adviser, and is not described as a capital allocator or pension consultant.
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 104Active vs passive
$141M in ETFs
81%
$114M
11%
$27.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ESSENTIAL 40 STOCK ETF (ESN) | $11.8M | 592,014 | 8.32% |
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
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