KAKIS FINANCIAL SERVICES INC.

KAKIS FINANCIAL SERVICES INC. of DES PLAINES, IL is an SEC-registered investment adviser (CRD 142741). Regulatory assets under management: $46.0M.

Registration

• CRD: 142741
• Type: Registered investment adviser
• Location: 2268 S RIVER RD, DES PLAINES, IL, 60018
• Phone: 847-827-7141
• Latest filing: 2025-05-27
• Regulatory AUM: $46.0M
• Discretionary AUM: $46.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 142741 on SEC IAPD (source of record)
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