Krueger Asset Management, LLC
Firm details
- Headquarters
- Rogers, Arkansas
- CRD number
- 335312
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.15%
- Individuals23.85%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Krueger Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on individual and family clients. Its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm charges fees as a percentage of assets under management and also offers hourly and fixed-fee engagements. Krueger does not identify as an ESG-focused manager, does not act as a capital allocator to third-party managers, and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds63%
- Exchange Traded Equities35%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Johnathan Krueger
Principal And Chief Compliance OfficerCRD 8029436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rogers, AR
Benton
Location
Rogers, AR
Headquartered in Rogers, AR, in the South of the United States.
- Region
- South
- County
- Benton
- Address
- 5001 W Founders Way
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Five8 Financial LLC
RIARogers, AR
Steve Chastain Wealth Management LLC
RIARogers, AR
Elevated Wealth LLC
RIARogers, AR
Providence Capital
RIARogers, AR
Willow
RIARogers, AR
Mach-1 Financial Group, LLC
RIARogers, AR