Kkm Financial LLC

KKM Financial LLC, established in August 2012, is a Chicago-based financial advisor firm specializing in investment management and consulting services. The firm manages approximately $365.96 million in assets, with both discretionary and non-discretionary assets under management. KKM offers portfolio management services, including investment analysis, recommendations, and ongoing monitoring, covering various asset classes such as stocks, bonds, mutual funds, and options. Clients have the option to impose restrictions on investments. KKM may also engage third-party managers for investment services, providing clients with a range of investment strategies. The firm charges fees based on the asset value, with annual fees ranging from 0.5% to 1.5% depending on the program. KKM follows a code of ethics, acts as a fiduciary, and does not receive commissions on financial products. The firm does not take custody of client funds and exercises investment discretion with client authorization. KKM's privacy policy ensures the protection and responsible use of client information, with safeguards in place to maintain confidentiality. Clients have the option to opt-out of information sharing. For further details or inquiries, clients can contact KKM Financial LLC directly.