KDHH Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KDHH Investments LLC offers investment advisory and related financial planning services to a small client base of about 25 clients, overseeing roughly $3.5 million in client assets. The firm's brochure indicates it primarily serves high-net-worth individuals and operates a wrap-fee program as part of its service offerings.
The firm generally provides advice on a largely non-discretionary basis, leaving trading authority with clients while recommending investment actions and selecting other advisers or sub-advisers for asset management. As sponsor of a wrap-fee program, KDHH combines advisory recommendations with a bundled brokerage and administrative arrangement described in its Form ADV.
KDHH is also organized as an accounting firm, a structural feature the brochure highlights and one that can allow integration of tax and accounting considerations into its advisory work. The firm’s small asset base paired with a focus on high-net-worth clients, its role as a wrap-fee sponsor, its practice of selecting other advisers, and its absence of private fund advisory activities together create a business profile that differs from many similarly sized SEC-registered advisory firms.
Client services
Main office
627 Elm St
West Bend WI 53095
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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