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KLCM ADVISORS, INC.
CRD 107847 · SEC 801-43503
330 E KILBOURN AVENUE, SUITE 1050, MILWAUKEE, WI, 53202-6615, United States
Phone
414-765-1234
Fax
414-765-1237
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.88B
Discretionary AUM
$1.88B
Team
11 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $120.8M |
| High net worth individuals | 397 | $1.66B |
| Pension/profit sharing plans | 2 | $2.6M |
| Charitable organizations | 1 | $938K |
| Corporations/business entities | 7 | $74.3M |
States served
AL, AZ, CA, CO, GA, IL, IN, MI, MN, NY, NC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD