Pamela Krueger And Company, Inc.

Overview

Pamela Krueger And Company, Inc. is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and operates almost entirely on a discretionary basis, directing client portfolios rather than acting in a purely advisory or hourly capacity. Investment activity centers on equity exposure delivered primarily through exchange-traded vehicles, with a clear preference for equities over other liquid asset classes. The practice serves a concentrated client base—40 clients across 87 accounts—so its approach appears tailored and relationship-driven rather than institutional-scale. The firm is not positioned as an ESG investor, pension consultant, capital allocator, or multi-state adviser; its mandate is straightforward portfolio management for individual and family clients, with a focus on practical implementation and custody through a single major custodian.

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Public Holdings

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Location & Offices