KKM Financial LLC is a reputable investment advisory firm headquartered in Chicago, Illinois. With over 110 individual clients and a substantial $279,056,000 in assets under management, KKM Financial LLC has established itself as a trusted partner in the financial industry. The firm operates from a single office and caters to a diverse range of clients, offering personalized financial solutions tailored to their unique goals and needs.
While 401K and individual accounts make up less than 30% of their assets under management, KKM Financial LLC possesses the expertise and capability to effectively manage employer funds. Approximate...see more
Assets Under Mgmt
$279.06M
Investment Professionals
3
Compensation Structure
- A percentage of assets under your management
- Performance-based fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Reviews for Kkm Financial Llc
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