Kpm Investment Management Inc is a large advisory firm based in Omaha. It manages $359.2 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Nebraska.
Kpm Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.
The assets under management (AUM) of Kpm Investment Management Inc is $359.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kpm Investment Management 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.
Leroy Christian Petersen has been acting as President since 1 Mar 2000. Kurt William Kitson joined the executive team most recently as the Treasurer.
The principal office where Kpm Investment Management Inc performs its advisory services is located at 10250 Regency Circle, Omaha, NE 68114 5701, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-392-8373 or by fax 402-392-8370. The normal business hours are 8:00am to 4:30pm on Monday - Friday.