Kraemer Capital Management LLC

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$24.4K
Accounts
85
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313443
Fee structure
Percentage of AUM
Client types
  • Individuals97.77%
  • HNWI2.23%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kraemer Capital Management LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients (and small-business accounts) with financial planning and portfolio management. The firm charges fees as a percentage of assets under management and does not position itself as a capital allocator or pension consultant. Its Adviser profile indicates it is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 9%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents9%

Contacts

1 of 1
  • Samuel Kraemer

    Financial AdvisorCRD 7347572

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth