KDHH INVESTMENTS LLC

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$120K
Accounts
25
Advisory reps
2

Firm details

Headquarters
WEST BEND, Wisconsin
CRD number
110358
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • TROY HANSON

    PartnerCRD 4450375

  • JON KIECKHAFER

    AccountantCRD 4450372

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth