KRAFT FINANCIAL, LLC
Firm details
- Headquarters
- BLOOMINGTON, Illinois
- CRD number
- 298875
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.67%
- Individuals33.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kraft Financial, LLC is a privately held limited liability company that advises individuals and families, with an owner-led structure. The firm combines portfolio management for individuals and small businesses with insurance brokerage services. Its advisory fees are charged as a percentage of assets under management. The firm does not position itself as an ESG-focused allocator, is not identified as a multi-state adviser, and does not report acting as a capital allocator or pension consultant.
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 Equities46%
- Public Funds/Mutual Funds28%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents11%
- US Government Bonds2%
Contacts
1 of 1KATHRYN KRAFT
Business OwnerCRD 4642260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BLOOMINGTON, IL
MCLEAN
Location
BLOOMINGTON, IL
Headquartered in BLOOMINGTON, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.
- Metro area
- Bloomington-Pontiac, IL
- Region
- Midwest
- County
- MCLEAN
- Address
- 1701 E Empire St
- Time zone
- CT (UTC-6)
- Office locations
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