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Kph|Invest, Inc. (Chicago)


Kph|Invest, Inc. is a large advisory firm based in Chicago. It manages $25.45 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois and Wisconsin.

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Kph|Invest provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kph|Invest: assets under management

The assets under management (AUM) of Kph|Invest, Inc. is $25.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $605.94 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kph|Invest, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Kph|Invest, Inc. performs its advisory services is located at 221 N La Salle St. Suite 1740, Chicago, IL 60601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-372-2255 or by fax 312-372-2792. The normal business hours are 8:30am cst-4:00pm cst on Monday - Friday. You can find more information about the New York firm at www.kphinvest.com.


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