K R FINANCIAL LLC

RIASEC RegisteredEst. 1998

Total AUM

$90.7M

Discretionary

$90.7M

100% of AUM

Avg account

$1.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 111282
Registered since: October 19, 1998
Website: www.sharedfamilyoffice.com
Custodians: RBC CAPITAL MARKETS, LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.42%
Corporations / Businesses18.18%
Pension & Profit Sharing Plans4.4%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

K R Financial LLC is a privately held advisory firm organized as an LLC and registered with the SEC since 1998. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its practice is paired with accounting capabilities and the firm maintains a broker-dealer industry affiliation. Fee arrangements include both a percentage-of-assets model and fixed fees. K R Financial does not characterize itself as an ESG investor and is not described as a capital allocator.