ERIC KRONE ASSOCIATES, INC.

Overview

Eric Krone Associates, Inc. is an independent registered investment adviser operating as a small, owner-led corporation that primarily serves individual and family clients. The firm charges clients on a percentage-of-AUM basis and offers financial planning and portfolio management for individuals and small businesses. In addition to its advisory role, the firm is reported to engage in broker-dealer and accounting activities, indicating it provides a mix of investment advice and ancillary financial services from a single-practice platform. The adviser does not position itself as an active ESG investor, is not identified as a capital allocator, and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives