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Building 2KKM FINANCIAL LLC

Map pinCHICAGO, IL
Phone312-448-7230
NotebookSEC #801-77094
Total AUM
$733.9M
Employees
5
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 W. JACKSON
SUITE 1711
CHICAGO
IL 60604
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
312-448-7230

ReceiptFinancials

Total AUM
$733.9M
Accounts
163
Discretionary
$616.8M
Accounts
162
Non-Discretionary
$117.1M
Accounts
1

ContactClients

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Individual Clients
108
AUM
$35.5M
HNW Individual Clients
51
AUM
$136M
Investment Company Clients
2
AUM
$445.4M
Investment Advisor Clients
1
AUM
$117.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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