KAKIS FINANCIAL SERVICES INC.
Firm details
- Headquarters
- DES PLAINES, Illinois
- CRD number
- 142741
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.73%
- Individuals17.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kakis Financial Services Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base comprised of individuals and families, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management without affiliations to external capital allocators or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities35%
- Cash & Cash Equivalents15%
- US Government Bonds3%
Contacts
1 of 1EVAN KAKIS
PresidentCRD 5450658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DES PLAINES, IL
COOK
Location
DES PLAINES, IL
Headquartered in DES PLAINES, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 2268 S River Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
PROSPERIFI LLC
RIADES PLAINES, IL
AHLBECK FINANCIAL
RIADES PLAINES, IL
KENORA FINANCIAL, LLC
RIADES PLAINES, IL
INVESTMENTS BY DESIGN, INC
RIAGALENA, IL
HERITAGE STRATEGIC WEALTH, LLC
RIACARY, IL
GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.
RIALISLE, IL