KDHH INVESTMENTS LLC
Firm details
- Headquarters
- WEST BEND, Wisconsin
- CRD number
- 110358
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Kdhh Investments LLC is a small, individual-owned LLC that acts as a capital allocator for private individuals and families. The firm charges fees as a percentage of assets under management and lists its primary business activities as accounting and the selection of other advisers, indicating a hybrid role that combines bookkeeping/tax-related functions with outsourced investment selection. Kdhh does not position itself as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2TROY HANSON
PartnerCRD 4450375
JON KIECKHAFER
AccountantCRD 4450372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST BEND, WI
WASHINGTON
Location
WEST BEND, WI
Headquartered in WEST BEND, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WASHINGTON
- Address
- 627 Elm St
- Time zone
- CT (UTC-6)
- Office locations
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