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KKM FINANCIAL LLC
CRD 165136 · SEC 801-77094
141 W. JACKSON, SUITE 1711, CHICAGO, IL, 60604, United States
Phone
312-448-7230
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$733.9M
Discretionary AUM
$616.8M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $35.5M |
| High net worth individuals | 51 | $136.0M |
| Investment companies | 2 | $445.4M |
| Other investment advisers | 1 | $117.1M |
States served
CO, IL
All web addresses on file
Official SEC filing: View on IAPD