Kroeger Financial Partners
Firm details
- Headquarters
- Grass Valley, California
- CRD number
- 175113
- Website
- kroegerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI73.18%
- Individuals26.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kroeger Financial Partners is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its revenue model includes percentage-of-AUM fees and hourly charges, and it also engages in other financial product sales. The firm does not list ESG investing as an active focus and is not identified as a multi-state adviser or pension consultant.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Orion Kroeger
Chief Compliance OfficerCRD 6418164
Contacts
2 of 2Karen Kroeger
CFP®CRD 4705932
Matthew Osypowski
Tax PreparerCRD 7487936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$114M in ETFs
70%
$79.2M
15%
$34.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $12.1M | 170,383 | 10.68% |
Location
Grass Valley, CA
Nevada
Location
Grass Valley, CA
Headquartered in Grass Valley, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Nevada
- Address
- 12430 Nevada City Hwy
- Time zone
- PT (UTC-8)
- Office locations
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