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| KKM Financial LLC
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|---|---|
| CRD # | 165136 |
| SEC # | 801-77094 |
| CIK # | 0002001943 |
| AUM | $366.0 M (2025-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 312-448-7230 |
| Address | 141 W Jackson Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 12.6 | ||
| Apple Inc | 8.9 | ||
| Microsoft Corp | 7.4 | ||
| Oracle Corp | 5.8 | ||
| Palo Alto Networks Inc | 5.5 | ||
| J P Morgan Chase & Co | 5.4 | ||
| International Business Machines Corp | 5.0 | ||
| Amazon Com Inc | 4.7 | ||
| VISA Inc | 4.5 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 32.9 |
| (b) Individuals (high net worth individuals) | 59 | 152.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 82.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 98.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 366.0 |
| By Discretionary | ||
| Discretionary | 203 | 267.9 |
| Non-Discretionary | 1 | 98.0 |
| Total | 204 | 366.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.0 | |
| Total | 204 | 366.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001943] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
55 North Private Wealth LLC
✚
|
FL | 0.4 |
|
DEW Point Capital Inc
✚
|
CA | 0.4 |
|
Robinswood Financial LLC
✚
|
WA | 0.4 |
|
Congress Park Capital LLC
✚
|
NY | 0.4 |
|
Financial Consultants & Advisory Corporation
✚
|
IN | 0.4 |
|
Exeter Financial LLC
✚
|
AZ | 0.4 |
|
Mascagni Wealth Management Inc
✚
|
MS | 0.4 |
|
LCM Capital Management Inc
✚
|
IL | 0.4 |
|
Quaker Wealth Management LLC
✚
|
NJ | 0.4 |
|
The David J Yvars Group Inc
✚
|
0.4 |