KRS Tax & Investments Inc.

RIASEC Registered
Total AUM
$15.1M
Discretionary
$15.1M
100% of AUM
Avg account
$351K
Accounts
43
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
135453
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI89.16%
  • Individuals10.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

KRS Tax & Investments Inc. is a small, privately owned corporate adviser that focuses on managing portfolios for individuals, families and small businesses. The firm is owned by an individual and structures client fees as a percentage of assets under management and occasional hourly charges. Its advisory activity centers on discretionary portfolio management rather than institutional consulting or multi-state asset allocation; the firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 33%, Non-Exchange Traded Equities 22%, Exchange Traded Equities 19%, Cash & Cash Equivalents 12%, Sovereign Bonds 6%, Investment Grade Corp Bonds 6%, Other 2%33%
  • US Government Bonds33%
  • Non-Exchange Traded Equities22%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents12%
  • Sovereign Bonds6%

Contacts

1 of 1
  • Kenneth Symons

    Kenneth Symons

    PresidentCRD 4953531

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth