Krammer Financial
Firm details
- Headquarters
- ,
- CRD number
- 226712
- Website
- www.krammerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.79%
- Individuals15.64%
- Pension & Profit Sharing Plans11.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Krammer Financial is an independent registered investment advisor organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients on a fee‑for‑AUM basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Krammer Financial is not identified as an active ESG investor and appears to operate on a single‑state basis.
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 Equities54%
- State & Local Bonds20%
- Public Funds/Mutual Funds18%
- Other4%
- Non-Exchange Traded Equities2%
Contacts
1 of 1
Theodore Krammer
PrincipalCRD 4592363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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