WILLIAM J. KRAUSE CPA, P.C.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
2

Firm details

Headquarters
WOLFEBORO, New Hampshire
CRD number
152473
Fee structure
Other

Firm profile

FINTRX

Overview

William J. Krause CPA, P.C. operates as a corporation and is classified as an unclassified entity in the financial services industry. The firm engages in various business activities, including serving as an Other Financial Product Salesperson. While it does not actively pursue ESG investments or operate as a multi-state adviser, it maintains a focus on providing financial services through its accounting expertise. The firm is owned by an individual, William J. Krause, and does not have any affiliations with capital allocation or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • WILLIAM KRAUSE

    PresidentCRD 5739378

  • MATTHEW KRAUSE

    President & ShareholderCRD 5739390

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WOLFEBORO, NH

CARROLL

Location

WOLFEBORO, NH

Headquartered in WOLFEBORO, NH, in the Northeast of the United States.

Region
Northeast
County
CARROLL
Address
8 Gov Wentworth Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth