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, SEC-registered RIA that has been operating since 2006. The firm is owner-managed and serves individual and family clients, charging fees as a percentage of assets under management. Its core advisory offerings are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not set up as a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
1 of 1Gregory Clinton
PresidentCRD 2616485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$83.3M in ETFs
75%
$62.4M
18%
$20.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $4.7M | 58,786 | 5.60% |
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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