Kraematon Investment Advisors, Inc.
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 126869
- Registered since
- January 6, 2006
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.18%
- Individuals12.02%
- Other0.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kraematon Investment Advisors, Inc. is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (initial registration in 2006) and charges advisory fees as a percentage of assets under management. Its client base is focused on individual and family relationships rather than institutional mandates. Service offerings emphasize discretionary portfolio management alongside comprehensive planning for personal and small-business clients. The firm does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$82M in ETFs
75%
$61.3M
17%
$20.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $4.8M | 58,780 | 5.89% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 25 Braintree Hill Office Park
- Time zone
- ET (UTC-5)
- Office locations
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