KRAMER INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- TOPANGA, California
- CRD number
- 160840
- Website
- www.kramerinvest.com
- Fee structure
- Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Kramer Investment Advisors, Inc. operates as a corporation focused on providing financial planning services and selecting other advisers for its clients. The firm is recognized as a capital allocator, engaging in activities that involve the strategic allocation of client assets to various investment vehicles. While it does not actively pursue ESG investments, it remains committed to delivering tailored financial solutions to its clientele.
Assets & Accounts
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
Contacts
2 of 2RONALD KRAMER
PresidentCRD 4588294
MAX KRAMER
Investment Advisor RepresentativeCRD 6297206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOPANGA, CA
LOS ANGELES
Location
TOPANGA, CA
Headquartered in TOPANGA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 115 S Topanga Canyon Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ALIGN INVESTMENT ADVISORS, LLC
RIATHOUSAND OAKS, CA
ONPOINT FINANCIAL MANAGEMENT LLC
RIABeverly Hills, CA
TCW INVESTMENT MANAGEMENT COMPANY LLC
RIALos Angeles, CA
THREE BRIDGE WEALTH ADVISORS
RIALOS ALTOS, CA
GRATTAN FINANCIAL STRATEGIES, INC.
RIASAN GABRIEL, CA
TELOS CAPITAL MANAGEMENT, INC.
RIASAN DIEGO, CA