KRANE FINANCIAL SOLUTIONS

RIASEC RegisteredEst. 2010

Total AUM

$295M

Discretionary

$186M

63% of AUM

Avg account

$502K

Accounts

588

Employees

Advisory reps

Firm details

Headquarters: CALABASAS, California
CRD number: 153594
Registered since: April 15, 2010
Website: kranefinancialsolutions.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.28%
Individuals15.98%
Other10.14%
Pension & Profit Sharing Plans2.28%
Charitable Organizations1.4%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Krane Financial Solutions LLC is an independent registered investment adviser, established in 2010 and organized as an LLC with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Krane Financial Solutions does not self-identify as an ESG investor, is not a multi-state adviser, and does not act as a direct capital allocator; instead it relies on third-party managers for alternative exposures.