Krammer Financial
Firm details
- Headquarters
- ,
- CRD number
- 226712
- Website
- www.krammerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI72.79%
- Individuals15.64%
- Pension & Profit Sharing Plans11.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Krammer Financial is an independent, individually owned LLC that provides advisory services to both high-net-worth individuals/families and institutional clients. The firm acts as a capital allocator and offers a mix of fee arrangements, including percentage-of-AUM, subscription, and fixed-fee billing. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension-related consulting, and selection of other advisers. The firm is not positioned as an active ESG investor and lists an affiliation with an insurance company.
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 Equities54%
- State & Local Bonds20%
- Public Funds/Mutual Funds18%
- Other4%
- Non-Exchange Traded Equities2%
Contacts
1 of 1
Theodore Krammer
PrincipalCRD 4592363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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