Fee-OnlyFinder

Kdhh Investments LLC

% of assets managed in West Bend, WI

State registeredNo commissions reported

Call (262) 334-1015Send a messageMap ↗

Public-record details

Address
627 Elm Street, West Bend, WI 53095
Phone
(262) 334-1015
Listed under
% of assets managed
CRD number
110358
Registration
State registered: WI
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Selection of other advisers
Regulatory assets under management
$3.0 million
Accounts managed
25
Clients reported (Form ADV 5.D)
25
Individual / high-net-worth clients
0 / 25
Employees
0
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-12

State registered (WI) investment adviser, CRD 110358, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in West Bend

All 5 in West Bend →