Single Family OfficeRIA · CRD 142741SEC-Registered

Updated:

KAKIS FINANCIAL SERVICES INC.

KAKIS FINANCIAL SERVICES INC. is an SEC-registered investment adviser in Des Plaines, IL. The firm manages approximately $46 million in regulatory assets.

KAKIS FINANCIAL SERVICES INC.

KAKIS FINANCIAL SERVICES INC. is an SEC-registered investment adviser in Des Plaines, IL. The firm manages approximately $46 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who controls investment decisions at KAKIS FINANCIAL SERVICES INC.?

No named principals or investment committee members are publicly associated with KAKIS FINANCIAL SERVICES INC. The firm does not appear in SEC filings, press releases, or industry directories that would identify its leadership.

What is the wealth origin of KAKIS FINANCIAL SERVICES INC.?

The source of capital behind KAKIS FINANCIAL SERVICES INC. is not disclosed in any public record. It is unknown whether the underlying fortune derives from operating businesses, inheritance, securities, or other sources.

Does KAKIS FINANCIAL SERVICES INC. make direct investments or commit to external funds?

No publicly available information confirms whether the firm engages in direct deals, fund commitments, co-investments, or any other investment activity. Its investment model is entirely opaque.

What sectors does KAKIS FINANCIAL SERVICES INC. focus on?

No sector focus, investment thesis, or portfolio holdings are attributed to KAKIS FINANCIAL SERVICES INC. in any public source. Its sector allocation is unknown.

Where is KAKIS FINANCIAL SERVICES INC. domiciled?

The firm's incorporation state and physical headquarters address are not confirmed in public filings or business registries. Its geographic footprint is unverifiable.

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