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KKM Financial logo — KKM is a boutique investment solutions firm that creates res...

KKM Financial

KKM is a boutique investment solutions firm that creates research-based financial products & works with wealth advisors

Founded 2012 United States Chicago, United States 46 employees Finance, Wealth Management

General Information

Company Name KKM Financial
Founded Year 2012
Location United States Chicago, United States +1
Employees 46
Industries Finance, Wealth Management
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About KKM Financial

KKM Financial is a boutique investment solutions firm that specializes in creating research-based financial products and collaborating with wealth advisors, financial institutions, and family offices globally. The company offers a range of distinct products, including dynamic stock selection, ETF model portfolio strategies, and option overlay programs. KKM has also partnered with Nasdaq Dorsey Wright to power their suite of ETF model portfolios, making them investible on numerous Turnkey Asset Management Platforms (TAMPs). Founded in 2012 by prominent CNBC Contributor Jeff Kilburg, and headquartered in Chicago, IL, KKM has served as a portfolio consultant to InCapital and Nuveen Investments. The company's focus on providing portfolio management and risk mitigation solutions aligns with the evolving needs of wealth advisors, presenting a compelling opportunity for potential investors.

Taxonomy: investment solutions, wealth advisors, portfolio management, risk mitigation solutions, stock selection, ETF model portfolios, option overlay programs, Nasdaq Dorsey Wright, TAMPs, Chicago, portfolio consultant, hedging solutions, equities, separately managed accounts

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KKM Financial Alternatives & Competitors

KKM Financial vs
Wright Financial Group LLC
Wright Financial Group LLC United States

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14 employees
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KKM Financial vs
ETF Capital Management
ETF Capital Management Canada

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KKM Financial vs
Protected Investors of America
Protected Investors of America United States

Learn more about our advisors at www.protectedinvestors.com

25 employees
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Compare KKM Financial vs Protected Investors of America

FAQ About KKM Financial

KKM is a boutique investment solutions firm that creates research-based financial products & works with wealth advisors
KKM Financial was founded in 2012.
KKM Financial is headquartered in Chicago, United States.
KKM Financial operates in the following industries: Finance, Wealth Management.
KKM Financial has approximately 46 employees.
Top alternatives and competitors to KKM Financial include Wright Financial Group LLC, ETF Capital Management, Protected Investors of America, Ginmon, Almanack Investment Partners, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
KKM Financial and Wright Financial Group LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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