KROPOG FINANCIAL GROUP, LLC
Firm details
- Headquarters
- MANDEVILLE, Louisiana
- CRD number
- 282747
- Registered since
- April 14, 2022
- Website
- www.kropogfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.01%
- Individuals36.45%
- Pension & Profit Sharing Plans4.95%
- Charitable Organizations1.52%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kropog Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2022 and is organized as an LLC. The firm serves individual and family clients and is owned by an individual principal. Its advisory mandate centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation models include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as a multi-state adviser.
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 Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1CALVIN FOSTER-BILLIOT
Chief Operating OfficerCRD 6133380
Contacts
3 of 4Courtney Valentine
Financial AdvisorCRD 7221100
RYAN KROPOG
Vice PresidentCRD 5210567
JAMES KROPOG
Investment Advisor RepresentativeCRD 1114321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$149M in ETFs
68%
$102M
22%
$47.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 GROWTH INDEX FUND (VOOG) | Vanguard | Passive | Large Growth | $25.2M | 61,805 | 16.89% |
Location
MANDEVILLE, LA
SAINT TAMMANY
Location
MANDEVILLE, LA
Headquartered in MANDEVILLE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- SAINT TAMMANY
- Address
- 2895 Highway 190
- Time zone
- CT (UTC-6)
- Office locations
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