KLCM ADVISORS, INC.
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 107847
- Registered since
- March 11, 1993
- Website
- klcminc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.27%
- Individuals6.43%
- Corporations / Businesses3.96%
- Other1.16%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Klcm Advisors, Inc. is a small, SEC-registered advisory corporation that manages portfolios for individuals, families and institutions. The firm charges fees based on a percentage of assets under management as well as fixed fees, and it provides discretionary portfolio management for both individual/small business clients and larger business or institutional accounts. Klcm reports active interest in environmental, social and governance (ESG) considerations, and its publicly available materials show an equity-oriented investment preference.
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
- Exchange Traded Equities58%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds8%
- Non-Investment Grade Corp Bonds6%
Owners & executives
2 of 2JAMES KITZINGER
CEO and FounderCRD 2007554
CARL FUDA
Principal & COOCRD 4359846
Contacts
3 of 4JACK KITZINGER
AnalystCRD 8052797
MARK SAILER
Research Analyst, PrincipalCRD 4540090
KATHERINE LICAU GIFFORD
PrincipalCRD 6465260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$112M in ETFs
93%
$104M
1%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $19.1M | 29,379 | 17.06% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 330 E Kilbourn Ave
- Time zone
- CT (UTC-6)
- Office locations
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