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Building 2KOKUA CAPITAL MANAGEMENT

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Phone312 994-2390
NotebookSEC #801-123439
Total AUM
$223.9M
Employees
2
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
312 994-2390
Other Offices
1

ReceiptFinancials

Total AUM
$223.9M
Accounts
274
Discretionary
$203.1M
Accounts
265
Non-Discretionary
$20.9M
Accounts
9

ContactClients

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Individual Clients
44
AUM
$17.7M
HNW Individual Clients
51
AUM
$204M
Investment Advisor Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT AS A SUB-ADVISER
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHIILNCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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