K
CRD: 142741
Kakis Financial Services Inc.
DES Plaines, IL, 60018
8478277141
$46.0M Total AUM
$46.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2008
- Office Locations
- 1
Office Locations
2268 S River RD DES Plaines IL
About Kakis Financial Services Inc.
Kakis Financial Services Inc. is a DES Plaines-based RIA. The firm has been operating for 18 years. Managing $46.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$46.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
18.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Investment Themes
Atlas momentum
Investment Vehicles
Glacier value
Services
Wave horizon
Owner & Executives
EVAN STANLEY KAKIS
President
- CRD
- #5450658
- Ownership
- 75% or more
(731) 514-5520
radial.atlas@peakcapital.com
in linkedin.com/in/pioneer-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,971,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,971,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,971,648
Public Funds:
25.4% Equity - Exchange:
25.7% Cash:
37.0% U.S. Government/Agency:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,749,779,626 | 25.4% |
| Equity - Exchange | $1,770,446,314 | 25.7% |
| Cash | $2,548,891,581 | 37.0% |
| U.S. Government/Agency | $819,778,644 | 11.9% |
| Total | $6,888,896,165 | 100.0% |