KRUEGER ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$74.8K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
BENTONVILLE, Arkansas
CRD number
335312
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

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHNATHAN KRUEGER

    Principal And Chief Compliance OfficerCRD 8029436

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

BENTONVILLE, AR

BENTON

Location

BENTONVILLE, AR

Headquartered in BENTONVILLE, AR, in the South of the United States.

Region
South
County
BENTON
Address
240 S Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth