KREMPA ASSOCIATES INC.

RIASEC Registered
Total AUM
$75M
Discretionary
$0
0% of AUM
Avg account
$1.5M
Accounts
50
Employees
6
Advisory reps
3

Firm details

Headquarters
FOUNTAINVILLE, Pennsylvania
CRD number
122284
Website
krempa.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Krempa Associates Inc. operates as an independent registered investment advisor, focusing on providing financial planning services, pension consulting, and the selection of other advisers. The firm caters primarily to individuals and families, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Krempa Associates Inc. also acts as a registered representative of a broker-dealer and operates as an insurance broker. While the firm does not actively engage in ESG investments, it has established itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 50%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds50%

Contacts

3 of 3
  • A KREMPA

    Co-PresidentCRD 2005235

  • ALBERT KREMPA

    Co-PresidentCRD 275409

  • WILLIAM KREMPA

    Co-PresidentCRD 2080672

Wealth teams

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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

FOUNTAINVILLE, PA

BUCKS

Location

FOUNTAINVILLE, PA

Headquartered in FOUNTAINVILLE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
5039 Swamp Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth