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 privately held LLC that has been registered with the SEC since 2012. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across several client types: individuals and small businesses, investment companies, and businesses or institutions. Its compensation model mixes AUM-based fees with performance-linked fees. KKM does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm is classified as an unclassified adviser and is not a capital 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 1JEFFREY KILBURG
Founder & CEOCRD 5675345
Contacts
2 of 2DANIEL 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 109Active vs passive
$158M in ETFs
85%
$134M
9%
$23.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ESSENTIAL 40 STOCK ETF (ESN) | $10.2M | 592,732 | 6.46% |
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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