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
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 63%, Exchange Traded Equities 35%, Cash & Cash Equivalents 2%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Johnathan Krueger

    Johnathan Krueger

    Principal And Chief Compliance OfficerCRD 8029436

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth