KRAMER FIDUCIARY SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
1

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
121910
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kramer Fiduciary Services operates as a sole proprietorship, focusing on providing comprehensive financial planning and consulting services. The firm is primarily engaged in accounting activities, offering a range of advisory services that include financial planning, pension consulting, and the selection of other advisers. While Kramer Fiduciary Services does not actively pursue ESG investments, it maintains a straightforward approach to investment management, emphasizing traditional financial advisory roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SAMUEL KRAMER

    OwnerCRD 4563527

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1500 Ardmore Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth