KRUEGER ASSET MANAGEMENT, LLC

Overview

Krueger Asset Management, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based financial planning and portfolio management. The firm combines ongoing asset management with project-based work and educational seminars, delivering services under a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity is tilted toward publicly traded equities, with portfolio construction that emphasizes exchange-traded vehicles and mutual funds rather than complex alternative structures. Given the firm’s client base and service mix, its approach appears tailored to mass-affluent households seeking straightforward planning, tax-aware equity exposure and hands-on advice rather than institutional-style multi-asset mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices