KRAEMATON INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- BRAINTREE, Massachusetts
- CRD number
- 126869
- Registered since
- January 6, 2006
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.18%
- Individuals12.02%
- Other0.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kraematon Investment Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2006. The firm serves individual and family clients (and small-business relationships) primarily through fee-based portfolio management and financial planning. Its billing model is a percentage-of-assets-under-management. Kraematon does not identify itself as an ESG-focused or multi-state adviser, and it is not positioned as a pension consultant or a related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents2%
- Other1%
Contacts
1 of 1GREGORY CLINTON
PresidentCRD 2616485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$77.2M in ETFs
74%
$57M
19%
$20.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $5.5M | 59,341 | 7.13% |
Location
BRAINTREE, MA
NORFOLK
Location
BRAINTREE, MA
Headquartered in BRAINTREE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 25 Braintree Hill Office Park
- Time zone
- ET (UTC-5)
- Office locations
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