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KAKIS FINANCIAL SERVICES INC.
CRD 142741
2268 S RIVER RD, DES PLAINES, IL, 60018, United States
Phone
847-827-7141
Fax
847-827-3799
Registration
— (—)
Source
State registered
Total AUM
$46.0M
Discretionary AUM
$46.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-05-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $7.9M |
| High net worth individuals | 17 | $38.0M |
Official SEC filing: View on IAPD